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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
645New |
$24.6K - $28.1K
|
645
$32.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
187New |
$7.14K - $8.15K
|
187
$9.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.8KNew |
$183K - $209K
|
4.8K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.92% |
$153 - $174
|
212
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.94KNew |
$227K - $259K
|
5.94K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
254New |
$9.69K - $11.1K
|
254
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.22KNew |
$199K - $227K
|
5.22K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 3.8% |
$11.4K - $13.1K
|
7.59K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
250New |
$9.54K - $10.9K
|
250
$12.7K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$1.79K - $2.05K
|
47
$2.39K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16New |
$611 - $697
|
16
$814
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
266New |
$10.2K - $11.6K
|
266
$13.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 97.57% |
$47.5K - $54.2K
|
31
$1.58K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$840 - $958
|
22
$1.12K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
600New |
$22.9K - $26.1K
|
600
$30.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-237- 0.57% |
$9.04K - $10.3K
|
41K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-50- 22.22% |
$1.91K - $2.18K
|
175
$8.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
189New |
$7.21K - $8.23K
|
189
$9.61K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
330+ 0.43% |
$13K - $14.5K
|
77.8K
$3.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$440K - $492K
|
11.2K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
950New |
$37.3K - $41.7K
|
950
$48.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.55K- 3.67% |
$140K - $156K
|
93.2K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.7KNew |
$734K - $820K
|
18.7K
$950K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51New |
$2K - $2.24K
|
51
$2.59K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 118.57% |
$3.26K - $3.65K
|
153
$7.78K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.39K- 9.32% |
$133K - $149K
|
33K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-173- 36.58% |
$6.8K - $7.6K
|
300
$15.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-781- 11.77% |
$30.7K - $34.3K
|
5.85K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
323New |
$12.7K - $14.2K
|
323
$16.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.19K+ 9.21% |
$204K - $228K
|
61.6K
$3.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-786- 11.11% |
$30.9K - $34.5K
|
6.29K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
11New |
$432 - $483
|
11
$560
|
|
| Q2 2023 | |||||||
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.67KClosed |
$358K - $390K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 69.86% |
$2.11K - $2.29K
|
124
$6.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
189+ 1.89% |
$7.81K - $8.49K
|
10.2K
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 25.48% |
$653K - $710K
|
77.8K
$3.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.21% |
$496 - $539
|
5.74K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 1.93% |
$12.3K - $13.3K
|
15.7K
$799K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.7K- 23.59% |
$567K - $617K
|
44.5K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.67K- 68.28% |
$317K - $344K
|
3.56K
$181K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-294- 16.42% |
$12.1K - $13.2K
|
1.5K
$76.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.15K- 48.72% |
$254K - $276K
|
6.47K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-140- 62.22% |
$5.78K - $6.29K
|
85
$4.32K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
16.5K+ 39.09% |
$691K - $783K
|
58.7K
$2.99M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-330Closed |
$13.8K - $15.7K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.67KNew |
$363K - $412K
|
8.67K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
250KNew |
$10.5M - $11.9M
|
250K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.16KNew |
$132K - $150K
|
3.16K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.36K- 77.13% |
$98.9K - $112K
|
701
$35.7K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33KNew |
$1.38M - $1.57M
|
33K
$1.68M
|
|