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 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
51New |
$2.47K - $2.66K
|
51
$2.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-18.4KClosed |
$893K - $960K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$291 - $313
|
6
$305
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 185.6% |
$441K - $474K
|
14K
$712K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
3.4K+ 36.31% |
$165K - $177K
|
12.8K
$649K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-23.6KClosed |
$1.15M - $1.23M
|
0
$0
|
|
|
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
$6.36K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-6- 4.96% |
$291 - $313
|
115
$5.85K
|
|
|
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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-126Closed |
$6.39K - $6.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.45KNew |
$276K - $294K
|
5.45K
$277K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$15.2K - $16.2K
|
300
$15.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.2KClosed |
$619K - $659K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-8.32KClosed |
$422K - $449K
|
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
$44.5K
|
|
|
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
$131K
|
|
|
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
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-180Closed |
$8.63K - $9.31K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$233K - $251K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-102Closed |
$4.89K - $5.27K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.7KClosed |
$512K - $552K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Nat West Group PLC
|
SELL
|
- |
-32.5KClosed |
$1.56M - $1.68M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.5KClosed |
$216K - $233K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
160New |
$7.67K - $8.27K
|
160
$8.14K
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-746Closed |
$30K - $35.9K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.4KClosed |
$1.91M - $2.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$201K - $241K
|
5K
$254K
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
$201 - $241
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25Closed |
$1.01K - $1.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 46.58% |
$38.6K - $46.1K
|
1.1K
$56K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-424Closed |
$17.1K - $20.4K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-210- 15.16% |
$8.45K - $10.1K
|
1.18K
$59.8K
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 95.45% |
$252K - $271K
|
300
$15.3K
|
|
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-57.1KClosed |
$2.29M - $2.45M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-9.41KClosed |
$377K - $404K
|
0
$0
|
|