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 |
---|---|---|---|---|---|---|---|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-180Closed |
$8.63K - $9.31K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-145- 6.46% |
$6.95K - $7.5K
|
2.1K
$94.9K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-110Closed |
$5.27K - $5.69K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-102Closed |
$4.89K - $5.27K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-71Closed |
$3.4K - $3.67K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-54Closed |
$2.59K - $2.79K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.4KClosed |
$1.91M - $2.28M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 46.58% |
$38.6K - $46.1K
|
1.1K
$49.7K
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-746Closed |
$30K - $35.9K
|
0
$0
|
|
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
$53.1K
|
|
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
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
$201 - $241
|
0
$0
|
|
Q3 2020 | |||||||
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-57.1KClosed |
$2.29M - $2.45M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-32.3KClosed |
$1.3M - $1.39M
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
SELL
|
- |
-12KClosed |
$479K - $513K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-9.41KClosed |
$377K - $404K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7KClosed |
$280K - $301K
|
0
$0
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 95.45% |
$252K - $271K
|
300
$13.6K
|
|
Nov 12, 2020
Q3 2020
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 22.47% |
$80.1K - $85.9K
|
6.9K
$312K
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.75KClosed |
$70.1K - $75.2K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$48K - $51.4K
|
0
$0
|
|
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 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-555Closed |
$22.2K - $23.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-230- 81.85% |
$9.22K - $9.88K
|
51
$2.3K
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-166Closed |
$6.65K - $7.13K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-47.6KClosed |
$1.56M - $2.01M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Round Table Services, LLC
|
SELL
|
- |
-29.6KClosed |
$973K - $1.25M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Marotta Asset Management
|
SELL
|
- |
-16.2KClosed |
$531K - $682K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-16K- 59.26% |
$525K - $675K
|
11K
$497K
|
|
Aug 13, 2020
Q2 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.39KClosed |
$308K - $396K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-8.74KClosed |
$287K - $368K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.22KClosed |
$237K - $304K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.22KClosed |
$138K - $178K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.39KClosed |
$45.6K - $58.6K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.22KClosed |
$39.9K - $51.3K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-211Closed |
$6.93K - $8.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-163Closed |
$5.35K - $6.88K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-24Closed |
$788 - $1.01K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-21Closed |
$689 - $886
|
0
$0
|
|
Q1 2020 | |||||||
Apr 09, 2020
Q1 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-280KClosed |
$8.18M - $13.5M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-176KClosed |
$5.15M - $8.48M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-112KClosed |
$3.26M - $5.38M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-26.3KClosed |
$768K - $1.27M
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$669K - $1.1M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
SELL
|
- |
-11KClosed |
$321K - $530K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.61KClosed |
$251K - $414K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.32KClosed |
$214K - $352K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.15KClosed |
$209K - $344K
|
0
$0
|