Latest Institutional Purchases of Ishares Inc (EPP)
This list provides information on the latest institutional transactions involving Ishares Inc (EPP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
101New |
$4.94K - $5.32K
|
101
$5.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82+ 0.51% |
$4.01K - $4.32K
|
16.2K
$823K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
82+ 2.5% |
$4.01K - $4.32K
|
3.37K
$171K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
71+ 0.39% |
$3.47K - $3.74K
|
18.3K
$930K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 1.17% |
$3.42K - $3.69K
|
6.07K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62+ 4.18% |
$3.03K - $3.27K
|
1.55K
$78.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
56+ 0.51% |
$2.74K - $2.95K
|
11.1K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55New |
$2.69K - $2.9K
|
55
$2.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43+ 0.72% |
$2.1K - $2.27K
|
5.99K
$305K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.9K+ 87.01% |
$3.69M - $4.73M
|
204K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.1K+ 278.25% |
$2.14M - $2.75M
|
74.9K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.3K+ 419.83% |
$1.02M - $1.31M
|
32.5K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.8KNew |
$420K - $539K
|
10.8K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.32KNew |
$284K - $365K
|
7.32K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.53KNew |
$215K - $275K
|
5.53K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$168K - $216K
|
4.33K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.71K+ 66.67% |
$66.4K - $85.2K
|
4.28K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600New |
$23.3K - $29.9K
|
600
$30.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 2.2% |
$22.1K - $28.4K
|
26.4K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
545New |
$21.2K - $27.2K
|
545
$27.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
371+ 1.79% |
$14.4K - $18.5K
|
21.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300New |
$11.7K - $14.9K
|
300
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
127+ 43.34% |
$4.93K - $6.33K
|
420
$21.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.35K - $5.58K
|
112
$5.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80New |
$3.11K - $3.99K
|
80
$4.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$2.1K - $2.69K
|
54
$2.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
43New |
$1.67K - $2.14K
|
43
$2.19K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$1.05K - $1.35K
|
27
$1.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$816 - $1.05K
|
21
$1.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 56.25% |
$699 - $897
|
50
$2.54K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.86% |
$350 - $448
|
493
$25.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
358K+ 1107.88% |
$15.5M - $16.7M
|
391K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
84.9KNew |
$3.67M - $3.95M
|
84.9K
$4.32M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.4KNew |
$968K - $1.04M
|
22.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
12.4KNew |
$535K - $576K
|
12.4K
$629K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.37KNew |
$405K - $436K
|
9.37K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.86KNew |
$210K - $226K
|
4.86K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
830+ 16.69% |
$35.9K - $38.6K
|
5.8K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
61New |
$2.64K - $2.84K
|
61
$3.1K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$43.2 - $46.6
|
1
$50.9
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
28.2KNew |
$1.23M - $1.38M
|
28.2K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.9K+ 39.88% |
$519K - $585K
|
41.8K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$466K - $526K
|
10.7K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.76KNew |
$338K - $381K
|
7.76K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$233K - $262K
|
5.34K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$63.7K - $71.8K
|
1.46K
$74.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
853+ 19.3% |
$37.2K - $41.9K
|
5.27K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
527+ 3.85% |
$23K - $25.9K
|
14.2K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
148New |
$6.45K - $7.27K
|
148
$7.53K
|
|