Latest Institutional Sells of Ishares Inc (EPP)
This list provides information on the latest institutional transactions involving Ishares Inc (EPP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 3.8% |
$11.4K - $13.1K
|
7.59K
$343K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-237- 0.57% |
$9.04K - $10.3K
|
41K
$1.85M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-50- 22.22% |
$1.91K - $2.18K
|
175
$7.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.55K- 3.67% |
$140K - $156K
|
93.2K
$4.21M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.39K- 9.32% |
$133K - $149K
|
33K
$1.49M
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-786- 11.11% |
$30.9K - $34.5K
|
6.29K
$284K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-781- 11.77% |
$30.7K - $34.3K
|
5.85K
$264K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-292- 34.23% |
$11.5K - $12.8K
|
561
$25.3K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-173- 36.58% |
$6.8K - $7.6K
|
300
$13.5K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.7K- 23.59% |
$567K - $617K
|
44.5K
$2.01M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.67K- 68.28% |
$317K - $344K
|
3.56K
$161K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.15K- 48.72% |
$254K - $276K
|
6.47K
$292K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-294- 16.42% |
$12.1K - $13.2K
|
1.5K
$67.6K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-272- 5.84% |
$11.2K - $12.2K
|
4.38K
$198K
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-140- 62.22% |
$5.78K - $6.29K
|
85
$3.84K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.16K- 26.6% |
$342K - $388K
|
22.5K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.35K- 49.98% |
$182K - $207K
|
4.35K
$197K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.36K- 77.13% |
$98.9K - $112K
|
701
$31.7K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.22K- 22.49% |
$92.9K - $105K
|
7.66K
$346K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-330Closed |
$13.8K - $15.7K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 32.5% |
$2.72K - $3.09K
|
135
$6.1K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 48.08% |
$1.05K - $1.19K
|
27
$1.22K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.94K- 43.99% |
$109K - $130K
|
3.74K
$169K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.59K- 14.79% |
$59K - $70.5K
|
9.16K
$413K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-800- 95.24% |
$29.7K - $35.5K
|
40
$1.81K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-130- 36.11% |
$4.82K - $5.76K
|
230
$10.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-18.5K- 27.32% |
$693K - $819K
|
49.2K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-537- 2.39% |
$20.1K - $23.8K
|
21.9K
$989K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-316- 24.31% |
$11.9K - $14K
|
984
$44.4K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-97.2KClosed |
$3.94M - $4.88M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-23.7KClosed |
$960K - $1.19M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.79KClosed |
$235K - $291K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-5.52KClosed |
$224K - $277K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5.45KClosed |
$221K - $274K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.29KClosed |
$174K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.2KClosed |
$170K - $211K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-4.11KClosed |
$166K - $206K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.14K- 37.52% |
$127K - $158K
|
5.24K
$236K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.87KClosed |
$75.8K - $93.9K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-374Closed |
$15.2K - $18.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-350Closed |
$14.2K - $17.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 27.27% |
$12.2K - $15.1K
|
800
$36.1K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-210Closed |
$8.51K - $10.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-146Closed |
$5.92K - $7.34K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 68.97% |
$4.05K - $5.02K
|
45
$2.03K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26- 4.94% |
$1.05K - $1.31K
|
500
$22.6K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 0.32% |
$40.5 - $50.2
|
309
$14K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-1.2K- 2.64% |
$54K - $59.9K
|
44.3K
$2M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-333Closed |
$15K - $16.6K
|
0
$0
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-262Closed |
$11.8K - $13.1K
|
0
$0
|