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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$5.4K - $5.99K
|
120
$6.1K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52New |
$2.34K - $2.6K
|
52
$2.65K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.16K - $2.4K
|
48
$2.44K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$4.65K - $5.18K
|
100
$5.09K
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.9KNew |
$769K - $826K
|
15.9K
$807K
|
|
|
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
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
125New |
$6.06K - $6.51K
|
125
$6.36K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
51New |
$2.47K - $2.66K
|
51
$2.59K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$291 - $313
|
6
$305
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.45KNew |
$276K - $294K
|
5.45K
$277K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
875New |
$44.4K - $47.2K
|
875
$44.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$15.2K - $16.2K
|
300
$15.3K
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
160New |
$7.67K - $8.27K
|
160
$8.14K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$201K - $241K
|
5K
$254K
|
|
| Q2 2020 | |||||||
|
Jul 21, 2020
Q2 2020
|
Verity Wealth Advisors
|
BUY
|
- |
5.74KNew |
$188K - $242K
|
5.74K
$292K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
203New |
$6.66K - $8.56K
|
203
$10.3K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 29.7% |
$1.61K - $2.07K
|
214
$10.9K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$1.57K - $1.69K
|
36
$1.83K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
166New |
$7.13K - $7.95K
|
166
$8.44K
|
|
| Q2 2019 | |||||||
|
Mar 22, 2023
Q2 2019
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.5KNew |
$563K - $592K
|
12.5K
$636K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.04KNew |
$41K - $47.3K
|
1.04K
$52.9K
|
|
| Q1 2018 | |||||||
|
Apr 26, 2018
Q1 2018
|
Xponance, Inc.
|
BUY
|
- |
176KNew |
$8.02M - $8.85M
|
176K
$8.95M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
38.6KNew |
$1.78M - $1.79M
|
38.6K
$1.96M
|
|
|
Oct 18, 2017
Q3 2017
|
Peoples Financial Services Corp.
|
BUY
|
- |
50New |
$2.3K - $2.31K
|
50
$2.54K
|
|