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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 118.57% |
$3.26K - $3.65K
|
153
$7.78K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51New |
$2K - $2.24K
|
51
$2.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
11New |
$432 - $483
|
11
$560
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 25.48% |
$653K - $710K
|
77.8K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 1.93% |
$12.3K - $13.3K
|
15.7K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
189+ 1.89% |
$7.81K - $8.49K
|
10.2K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 69.86% |
$2.11K - $2.29K
|
124
$6.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.21% |
$496 - $539
|
5.74K
$292K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
250KNew |
$10.5M - $11.9M
|
250K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
65K+ 11.41% |
$2.72M - $3.09M
|
634K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33KNew |
$1.38M - $1.57M
|
33K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$902K - $1.02M
|
21.5K
$1.1M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
16.5K+ 39.09% |
$691K - $783K
|
58.7K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5KNew |
$567K - $643K
|
13.5K
$689K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.67KNew |
$363K - $412K
|
8.67K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.16KNew |
$132K - $150K
|
3.16K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$113K - $128K
|
2.7K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
275+ 1.85% |
$11.5K - $13.1K
|
15.1K
$770K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190New |
$7.95K - $9.02K
|
190
$9.67K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
148New |
$6.19K - $7.03K
|
148
$7.53K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86New |
$3.6K - $4.08K
|
86
$4.37K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
55New |
$2.3K - $2.61K
|
55
$2.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$963 - $1.09K
|
23
$1.17K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$126 - $142
|
3
$153
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$204K - $244K
|
5.5K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
771New |
$28.6K - $34.2K
|
771
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$11.1K - $13.3K
|
300
$15.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$8.35K - $9.98K
|
225
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.41K - $5.28K
|
119
$6.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $44.3
|
1
$50.9
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.13K+ 11.34% |
$117K - $139K
|
30.7K
$1.56M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.03KNew |
$114K - $134K
|
3.03K
$154K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.3K - $3.9K
|
88
$4.48K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$675 - $798
|
18
$916
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
30.4KNew |
$1.23M - $1.53M
|
30.4K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8KNew |
$324K - $402K
|
8K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.98KNew |
$202K - $250K
|
4.98K
$253K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.24KNew |
$172K - $213K
|
4.24K
$216K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
267New |
$10.8K - $13.4K
|
267
$13.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
244New |
$9.89K - $12.3K
|
244
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66New |
$2.68K - $3.32K
|
66
$3.36K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48New |
$1.95K - $2.41K
|
48
$2.44K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
44New |
$1.78K - $2.21K
|
44
$2.24K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
19New |
$770 - $955
|
19
$967
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$608 - $754
|
15
$763
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10New |
$405 - $502
|
10
$509
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$203 - $251
|
3.05K
$155K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
7KNew |
$315K - $350K
|
7K
$356K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$13.5K - $15K
|
300
$15.3K
|
|