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 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-42- 0.22% |
$1.95K - $2.18K
|
18.8K
$873K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-48Closed |
$2.23K - $2.49K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-250Closed |
$11.6K - $13K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
207New |
$9.63K - $10.7K
|
207
$9.64K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-196Closed |
$9.12K - $10.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4.79KClosed |
$223K - $248K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-10.7KClosed |
$498K - $555K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-1.15K- 92.0% |
$53.5K - $59.6K
|
100
$4.66K
|
|
Q3 2021 | |||||||
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.1KClosed |
$199K - $214K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.9KNew |
$769K - $826K
|
15.9K
$738K
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-12.3KClosed |
$596K - $640K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.05KClosed |
$196K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-72.9KClosed |
$3.53M - $3.8M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
51New |
$2.47K - $2.66K
|
51
$2.37K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.07KClosed |
$51.7K - $55.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-17.7KClosed |
$856K - $920K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.58KClosed |
$319K - $343K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-18.4KClosed |
$893K - $960K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.62KClosed |
$78.7K - $84.6K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$291 - $313
|
6
$279
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 185.6% |
$441K - $474K
|
14K
$652K
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-23.6KClosed |
$1.15M - $1.23M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
3.4K+ 36.31% |
$165K - $177K
|
12.8K
$594K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.06KClosed |
$390K - $420K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
125New |
$6.06K - $6.51K
|
125
$5.82K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-6- 4.96% |
$291 - $313
|
115
$5.35K
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-4.23KClosed |
$205K - $220K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$647K - $696K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$3.49K - $3.75K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-8.32KClosed |
$422K - $449K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.45KNew |
$276K - $294K
|
5.45K
$254K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$15.2K - $16.2K
|
300
$14K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-126Closed |
$6.39K - $6.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.2KClosed |
$619K - $659K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-31.2KClosed |
$1.58M - $1.68M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-21Closed |
$1.06K - $1.13K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-733Closed |
$37.2K - $39.6K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.5KClosed |
$76.1K - $81K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
875New |
$44.4K - $47.2K
|
875
$40.7K
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
SELL
|
- |
-4.06KClosed |
$206K - $219K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.47K- 36.34% |
$70.5K - $76K
|
2.58K
$120K
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-145- 6.46% |
$6.95K - $7.5K
|
2.1K
$97.8K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-54Closed |
$2.59K - $2.79K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.54KClosed |
$73.6K - $79.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.97KClosed |
$430K - $464K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-334Closed |
$16K - $17.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-71Closed |
$3.4K - $3.67K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.23KClosed |
$299K - $322K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-110Closed |
$5.27K - $5.69K
|
0
$0
|