Latest Institutional Transactions on Ishares Inc (EPP)
This table provides information on the latest institutional transactions involving Ishares Inc (EPP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$137K - $148K
|
2.8K
$142K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27KNew |
$1.32M - $1.42M
|
27K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-178- 1.21% |
$8.7K - $9.38K
|
14.6K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
12.2K+ 7.61% |
$596K - $643K
|
173K
$8.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55New |
$2.69K - $2.9K
|
55
$2.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
56+ 0.51% |
$2.74K - $2.95K
|
11.1K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 26.38% |
$132K - $142K
|
7.54K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 47.62% |
$55.6K - $60K
|
1.25K
$63.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 1.17% |
$3.42K - $3.69K
|
6.07K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140New |
$6.84K - $7.38K
|
140
$7.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 12.96% |
$579K - $624K
|
79.5K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.54K+ 22.86% |
$75.3K - $81.2K
|
8.28K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-302- 6.33% |
$14.8K - $15.9K
|
4.47K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
762New |
$37.2K - $40.1K
|
762
$38.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-55- 1.16% |
$2.69K - $2.9K
|
4.69K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
482+ 2.75% |
$23.6K - $25.4K
|
18K
$916K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.5K+ 2.69% |
$220K - $237K
|
172K
$8.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
82+ 2.5% |
$4.01K - $4.32K
|
3.37K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
71.6K+ 128.76% |
$3.5M - $3.77M
|
127K
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.98K- 2.7% |
$194K - $210K
|
143K
$7.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
310+ 56.36% |
$15.1K - $16.3K
|
860
$43.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
133New |
$6.5K - $7.01K
|
133
$6.77K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-461K- 5.5% |
$22.5M - $24.3M
|
7.91M
$402M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.8K- 7.79% |
$723K - $779K
|
175K
$8.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-10.7K- 68.57% |
$521K - $561K
|
4.89K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.3KNew |
$700K - $755K
|
14.3K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-600- 37.04% |
$29.3K - $31.6K
|
1.02K
$51.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-426- 4.77% |
$20.8K - $22.4K
|
8.51K
$433K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26.1KNew |
$1.28M - $1.38M
|
26.1K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
230+ 2.05% |
$11.2K - $12.1K
|
11.5K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-397- 6.44% |
$19.4K - $20.9K
|
5.77K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-118- 0.81% |
$5.77K - $6.22K
|
14.5K
$736K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.34K- 16.54% |
$65.3K - $70.4K
|
6.75K
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-132K- 94.54% |
$6.45M - $6.95M
|
7.62K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 3.76% |
$129K - $139K
|
67.4K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-749- 1.89% |
$36.6K - $39.5K
|
38.8K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-22.2K- 16.03% |
$1.09M - $1.17M
|
116K
$5.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 0.97% |
$9.77K - $10.5K
|
20.3K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$195K - $211K
|
4K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43+ 0.72% |
$2.1K - $2.27K
|
5.99K
$305K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.3% |
$57.9K - $62.4K
|
89.6K
$4.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$262K - $282K
|
5.36K
$273K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
470+ 16.75% |
$23K - $24.8K
|
3.28K
$167K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-447- 10.8% |
$21.8K - $23.6K
|
3.69K
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
9.29KNew |
$454K - $489K
|
9.29K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-632- 4.54% |
$30.9K - $33.3K
|
13.3K
$677K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
157New |
$7.67K - $8.27K
|
157
$7.99K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
23.9K+ 1.6% |
$1.17M - $1.26M
|
1.52M
$77.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.2K- 68.44% |
$1.52M - $1.64M
|
14.4K
$731K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-373- 2.43% |
$18.2K - $19.7K
|
14.9K
$760K
|
|