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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.45% |
$3.01K - $3.39K
|
15.3K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-265- 1.39% |
$11.6K - $13K
|
18.8K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.35K- 2.36% |
$103K - $116K
|
97.5K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.02K- 5.83% |
$44.2K - $49.9K
|
16.4K
$764K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-919- 20.5% |
$40.1K - $45.2K
|
3.56K
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 2.03% |
$4.14K - $4.67K
|
4.59K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
193+ 4.04% |
$8.41K - $9.48K
|
4.97K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-412- 2.21% |
$18K - $20.2K
|
18.3K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.81K- 8.26% |
$166K - $187K
|
42.3K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-517- 3.04% |
$22.5K - $25.4K
|
16.5K
$768K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.68K+ 79.24% |
$204K - $230K
|
10.6K
$492K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.4K- 38.0% |
$105K - $118K
|
3.92K
$182K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-149- 92.55% |
$6.49K - $7.32K
|
12
$559
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.91KNew |
$368K - $435K
|
8.91K
$415K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
448+ 9.43% |
$18.5K - $21.9K
|
5.2K
$242K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-216- 57.6% |
$8.92K - $10.5K
|
159
$7.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.63K - $5.47K
|
112
$5.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.17K- 2.09% |
$48.1K - $56.9K
|
54.5K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.37K - $6.35K
|
3.05K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 71.43% |
$20.7K - $24.4K
|
200
$9.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.8K+ 225.0% |
$446K - $527K
|
15.6K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.3K- 37.68% |
$2.86M - $3.38M
|
115K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 1.9% |
$1.33M - $1.58M
|
1.73M
$80.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.4KNew |
$182K - $215K
|
4.4K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 30.15% |
$2.84M - $3.35M
|
159K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.66K+ 4.07% |
$192K - $227K
|
119K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.93K- 19.64% |
$121K - $143K
|
12K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.6K- 90.83% |
$1.88M - $2.23M
|
4.61K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.1K- 51.78% |
$498K - $589K
|
11.2K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
57.4K+ 190.15% |
$2.37M - $2.8M
|
87.5K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.36% |
$55.7K - $65.8K
|
101K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
67.3KNew |
$2.78M - $3.29M
|
67.3K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-90- 32.14% |
$3.72K - $4.4K
|
190
$8.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.3K- 23.06% |
$508K - $600K
|
41K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-925- 7.5% |
$38.2K - $45.2K
|
11.4K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
69.7K+ 423.36% |
$2.88M - $3.41M
|
86.2K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.95K- 31.57% |
$163K - $193K
|
8.55K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.94KNew |
$80.1K - $94.7K
|
1.94K
$90.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$179K - $211K
|
4.33K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1K- 5.05% |
$41.3K - $48.8K
|
18.8K
$875K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11K+ 0.74% |
$453K - $535K
|
1.49M
$69.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-12.7K- 23.56% |
$525K - $621K
|
41.3K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
77.6KNew |
$3.21M - $3.79M
|
77.6K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7KNew |
$771K - $912K
|
18.7K
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.9K+ 4784.01% |
$2.1M - $2.48M
|
51.9K
$2.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64New |
$2.64K - $3.13K
|
64
$2.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190+ 0.59% |
$7.85K - $9.28K
|
32.4K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2K+ 347.44% |
$1.91M - $2.26M
|
59.5K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
750+ 76.53% |
$31K - $36.6K
|
1.73K
$80.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.25KNew |
$217K - $256K
|
5.25K
$244K
|
|