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 |
---|---|---|---|---|---|---|---|
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
$7.45K
|
|
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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25Closed |
$1.01K - $1.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$201K - $241K
|
5K
$233K
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
$201 - $241
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 46.58% |
$38.6K - $46.1K
|
1.1K
$51.2K
|
|
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
$54.7K
|
|
Q3 2020 | |||||||
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 95.45% |
$252K - $271K
|
300
$14K
|
|
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
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-230- 81.85% |
$9.22K - $9.88K
|
51
$2.37K
|
|
Nov 13, 2020
Q3 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7KClosed |
$280K - $301K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 22.47% |
$80.1K - $85.9K
|
6.9K
$321K
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-800Closed |
$32.1K - $34.4K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-580Closed |
$23.2K - $24.9K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-32.3KClosed |
$1.3M - $1.39M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-555Closed |
$22.2K - $23.8K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$48K - $51.4K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-166Closed |
$6.65K - $7.13K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
SELL
|
- |
-12KClosed |
$479K - $513K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.75KClosed |
$70.1K - $75.2K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 29.7% |
$1.61K - $2.07K
|
214
$9.96K
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.22KClosed |
$138K - $178K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-47.6KClosed |
$1.56M - $2.01M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-21Closed |
$689 - $886
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.39KClosed |
$308K - $396K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.39KClosed |
$45.6K - $58.6K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Round Table Services, LLC
|
SELL
|
- |
-29.6KClosed |
$973K - $1.25M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-163Closed |
$5.35K - $6.88K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-16K- 59.26% |
$525K - $675K
|
11K
$512K
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-211Closed |
$6.93K - $8.9K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-8.74KClosed |
$287K - $368K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
203New |
$6.66K - $8.56K
|
203
$9.45K
|
|
Jul 21, 2020
Q2 2020
|
Verity Wealth Advisors
|
BUY
|
- |
5.74KNew |
$188K - $242K
|
5.74K
$267K
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-24Closed |
$788 - $1.01K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.22KClosed |
$237K - $304K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.22KClosed |
$39.9K - $51.3K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Marotta Asset Management
|
SELL
|
- |
-16.2KClosed |
$531K - $682K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$669K - $1.1M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$4.38K - $7.22K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.63KClosed |
$135K - $223K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-26.3KClosed |
$768K - $1.27M
|
0
$0
|