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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-294- 16.42% |
$12.1K - $13.2K
|
1.5K
$69.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.67K- 68.28% |
$317K - $344K
|
3.56K
$166K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.15K- 48.72% |
$254K - $276K
|
6.47K
$301K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-140- 62.22% |
$5.78K - $6.29K
|
85
$3.96K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
16.5K+ 39.09% |
$691K - $783K
|
58.7K
$2.73M
|
|
|
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
$404K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
65K+ 11.41% |
$2.72M - $3.09M
|
634K
$29.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33KNew |
$1.38M - $1.57M
|
33K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.36K- 77.13% |
$98.9K - $112K
|
701
$32.6K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.16KNew |
$132K - $150K
|
3.16K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
250KNew |
$10.5M - $11.9M
|
250K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.35K- 49.98% |
$182K - $207K
|
4.35K
$203K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.22K- 22.49% |
$92.9K - $105K
|
7.66K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.16K- 26.6% |
$342K - $388K
|
22.5K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$113K - $128K
|
2.7K
$126K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86New |
$3.6K - $4.08K
|
86
$4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5KNew |
$567K - $643K
|
13.5K
$630K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 48.08% |
$1.05K - $1.19K
|
27
$1.26K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
55New |
$2.3K - $2.61K
|
55
$2.56K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 32.5% |
$2.72K - $3.09K
|
135
$6.29K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$902K - $1.02M
|
21.5K
$1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
148New |
$6.19K - $7.03K
|
148
$6.89K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$126 - $142
|
3
$140
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
275+ 1.85% |
$11.5K - $13.1K
|
15.1K
$705K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190New |
$7.95K - $9.02K
|
190
$8.85K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$963 - $1.09K
|
23
$1.07K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$204K - $244K
|
5.5K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-800- 95.24% |
$29.7K - $35.5K
|
40
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.94K- 43.99% |
$109K - $130K
|
3.74K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
771New |
$28.6K - $34.2K
|
771
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.41K - $5.28K
|
119
$5.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$11.1K - $13.3K
|
300
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $44.3
|
1
$46.6
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-130- 36.11% |
$4.82K - $5.76K
|
230
$10.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$8.35K - $9.98K
|
225
$10.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.59K- 14.79% |
$59K - $70.5K
|
9.16K
$426K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-537- 2.39% |
$20.1K - $23.8K
|
21.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-18.5K- 27.32% |
$693K - $819K
|
49.2K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.13K+ 11.34% |
$117K - $139K
|
30.7K
$1.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-316- 24.31% |
$11.9K - $14K
|
984
$45.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.3K - $3.9K
|
88
$4.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$675 - $798
|
18
$838
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.03KNew |
$114K - $134K
|
3.03K
$141K
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26- 4.94% |
$1.05K - $1.31K
|
500
$23.3K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 68.97% |
$4.05K - $5.02K
|
45
$2.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66New |
$2.68K - $3.32K
|
66
$3.07K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-350Closed |
$14.2K - $17.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.98KNew |
$202K - $250K
|
4.98K
$232K
|
|