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 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.37K - $6.35K
|
3.05K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.6K- 90.83% |
$1.88M - $2.23M
|
4.61K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.1K- 51.78% |
$498K - $589K
|
11.2K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-90- 32.14% |
$3.72K - $4.4K
|
190
$9.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.3K- 23.06% |
$508K - $600K
|
41K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
67.3KNew |
$2.78M - $3.29M
|
67.3K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.94KNew |
$80.1K - $94.7K
|
1.94K
$98.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.95K- 31.57% |
$163K - $193K
|
8.55K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-12.7K- 23.56% |
$525K - $621K
|
41.3K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7KNew |
$771K - $912K
|
18.7K
$949K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
77.6KNew |
$3.21M - $3.79M
|
77.6K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.9K+ 4784.01% |
$2.1M - $2.48M
|
51.9K
$2.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64New |
$2.64K - $3.13K
|
64
$3.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190+ 0.59% |
$7.85K - $9.28K
|
32.4K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2K+ 347.44% |
$1.91M - $2.26M
|
59.5K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
88New |
$3.63K - $4.3K
|
88
$4.48K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-145- 22.94% |
$5.88K - $6.56K
|
487
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.02K- 2.46% |
$82K - $91.6K
|
80.1K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 100.0% |
$203 - $226
|
10
$509
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.1K- 0.54% |
$409K - $457K
|
1.87M
$94.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 96.04% |
$123K - $137K
|
125
$6.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-473- 4.08% |
$19.2K - $21.4K
|
11.1K
$566K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.61% |
$730 - $815
|
1.1K
$56K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-246- 19.66% |
$9.97K - $11.1K
|
1.01K
$51.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.91KNew |
$199K - $222K
|
4.91K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.2K- 31.04% |
$170K - $190K
|
9.33K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$19.9K - $22.2K
|
490
$24.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-403- 11.87% |
$16.3K - $18.2K
|
2.99K
$152K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250New |
$10.1K - $11.3K
|
250
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
569New |
$23.1K - $25.8K
|
569
$28.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$730 - $815
|
18
$916
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 7.36% |
$770 - $860
|
277
$14.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
829New |
$33.6K - $37.5K
|
829
$42.2K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.33K- 91.74% |
$135K - $145K
|
300
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$1.13K - $1.22K
|
28
$1.42K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10New |
$405 - $435
|
10
$509
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.8K- 66.67% |
$113K - $122K
|
1.4K
$71.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.07K+ 47.46% |
$124K - $134K
|
9.55K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393New |
$15.9K - $17.1K
|
393
$20K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-214- 75.62% |
$8.66K - $9.31K
|
69
$3.51K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$890 - $957
|
22
$1.12K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-425- 6.15% |
$17.2K - $18.5K
|
6.49K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.79% |
$80.9 - $87
|
250
$12.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 23.17% |
$769 - $827
|
63
$3.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
72New |
$2.91K - $3.13K
|
72
$3.66K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-365- 6.91% |
$13.9K - $15.9K
|
4.92K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-133K- 70.43% |
$5.08M - $5.8M
|
55.9K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-360- 80.0% |
$13.7K - $15.7K
|
90
$4.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-33.3K- 59.51% |
$1.27M - $1.45M
|
22.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15KNew |
$571K - $652K
|
15K
$762K
|
|