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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 12.2% |
$21.6K - $23.3K
|
3.6K
$183K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$43.2 - $46.6
|
1
$50.9
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
12.4KNew |
$535K - $576K
|
12.4K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.86KNew |
$210K - $226K
|
4.86K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
61New |
$2.64K - $2.84K
|
61
$3.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4K- 79.58% |
$173K - $186K
|
1.03K
$52.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-600- 3.19% |
$25.9K - $27.9K
|
18.2K
$926K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9- 47.37% |
$389 - $419
|
10
$509
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
358K+ 1107.88% |
$15.5M - $16.7M
|
391K
$19.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-52- 0.45% |
$2.25K - $2.42K
|
11.5K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.4K- 12.28% |
$60.5K - $65.2K
|
10K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.46K- 35.97% |
$149K - $161K
|
6.15K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
830+ 16.69% |
$35.9K - $38.6K
|
5.8K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.37KNew |
$405K - $436K
|
9.37K
$477K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-89- 29.67% |
$3.85K - $4.14K
|
211
$10.7K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-1.8K- 36.0% |
$78.5K - $88.4K
|
3.2K
$163K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-8.09K- 49.76% |
$352K - $397K
|
8.16K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
28.2KNew |
$1.23M - $1.38M
|
28.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.5K- 71.43% |
$65.4K - $73.7K
|
600
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
120New |
$5.23K - $5.9K
|
120
$6.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.76KNew |
$338K - $381K
|
7.76K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$466K - $526K
|
10.7K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.02K- 16.42% |
$44.3K - $50K
|
5.18K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$63.7K - $71.8K
|
1.46K
$74.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 16.92% |
$86.2K - $97.1K
|
9.71K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-36- 6.94% |
$1.57K - $1.77K
|
483
$24.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$654 - $737
|
15
$763
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.43K- 82.95% |
$106K - $120K
|
500
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-225- 75.0% |
$9.81K - $11.1K
|
75
$3.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-845- 99.88% |
$36.8K - $41.5K
|
1
$50.9
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
127+ 1.93% |
$5.54K - $6.24K
|
6.7K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
148New |
$6.45K - $7.27K
|
148
$7.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-352- 9.23% |
$15.3K - $17.3K
|
3.46K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$233K - $262K
|
5.34K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$262 - $295
|
6
$305
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160- 1.69% |
$6.97K - $7.86K
|
9.29K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.94% |
$16.7K - $18.9K
|
40.4K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
527+ 3.85% |
$23K - $25.9K
|
14.2K
$724K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 64.66% |
$7.5K - $8.45K
|
94
$4.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.9K+ 39.88% |
$519K - $585K
|
41.8K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
853+ 19.3% |
$37.2K - $41.9K
|
5.27K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-265- 1.39% |
$11.6K - $13K
|
18.8K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.45% |
$3.01K - $3.39K
|
15.3K
$780K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 2.03% |
$4.14K - $4.67K
|
4.59K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-412- 2.21% |
$18K - $20.2K
|
18.3K
$929K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-517- 3.04% |
$22.5K - $25.4K
|
16.5K
$839K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.4K- 38.0% |
$105K - $118K
|
3.92K
$199K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-149- 92.55% |
$6.49K - $7.32K
|
12
$610
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.91KNew |
$368K - $435K
|
8.91K
$453K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
448+ 9.43% |
$18.5K - $21.9K
|
5.2K
$264K
|
|