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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
88New |
$3.63K - $4.3K
|
88
$4.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
192+ 1.32% |
$7.93K - $9.38K
|
14.8K
$687K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
256+ 209.84% |
$10.6K - $12.5K
|
378
$17.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-69- 18.7% |
$2.85K - $3.37K
|
300
$14K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.1K- 53.45% |
$1.79M - $2M
|
38.4K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-145- 22.94% |
$5.88K - $6.56K
|
487
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 100.0% |
$203 - $226
|
10
$466
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.02K- 2.46% |
$82K - $91.6K
|
80.1K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.4KNew |
$56.6K - $63.2K
|
1.4K
$65K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 50.7% |
$4.36M - $4.87M
|
105K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-157K- 69.9% |
$6.38M - $7.13M
|
67.8K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.1K- 0.54% |
$409K - $457K
|
1.87M
$86.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-629- 6.62% |
$25.5K - $28.5K
|
8.87K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 96.04% |
$123K - $137K
|
125
$5.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-473- 4.08% |
$19.2K - $21.4K
|
11.1K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-246- 19.66% |
$9.97K - $11.1K
|
1.01K
$46.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.61% |
$730 - $815
|
1.1K
$51.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.2K- 31.04% |
$170K - $190K
|
9.33K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.91KNew |
$199K - $222K
|
4.91K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250New |
$10.1K - $11.3K
|
250
$11.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-403- 11.87% |
$16.3K - $18.2K
|
2.99K
$139K
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.18K+ 12.51% |
$47.8K - $53.4K
|
10.6K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$19.9K - $22.2K
|
490
$22.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$730 - $815
|
18
$838
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
569New |
$23.1K - $25.8K
|
569
$26.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.64K- 20.62% |
$66.6K - $74.4K
|
6.33K
$295K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 7.36% |
$770 - $860
|
277
$12.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
829New |
$33.6K - $37.5K
|
829
$38.6K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.33K- 91.74% |
$135K - $145K
|
300
$14K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$1.13K - $1.22K
|
28
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10New |
$405 - $435
|
10
$466
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.07K+ 47.46% |
$124K - $134K
|
9.55K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.8K- 66.67% |
$113K - $122K
|
1.4K
$65.2K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64+ 0.29% |
$2.59K - $2.79K
|
22.3K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.7KNew |
$473K - $508K
|
11.7K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393New |
$15.9K - $17.1K
|
393
$18.3K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-214- 75.62% |
$8.66K - $9.31K
|
69
$3.21K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$890 - $957
|
22
$1.02K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-425- 6.15% |
$17.2K - $18.5K
|
6.49K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.45K+ 981.26% |
$220K - $237K
|
6K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-487- 17.96% |
$19.7K - $21.2K
|
2.23K
$104K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.79% |
$80.9 - $87
|
250
$11.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19- 50.0% |
$769 - $827
|
19
$885
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 23.17% |
$769 - $827
|
63
$2.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
72New |
$2.91K - $3.13K
|
72
$3.35K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15KNew |
$571K - $652K
|
15K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-365- 6.91% |
$13.9K - $15.9K
|
4.92K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-33.3K- 59.51% |
$1.27M - $1.45M
|
22.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-360- 80.0% |
$13.7K - $15.7K
|
90
$4.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 5.32% |
$49.1K - $56.1K
|
22.9K
$1.07M
|
|