Purchases and Sales Made in Q4 2024 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
200K+ 2.05% |
$8.72M - $9.83M
|
9.96M
$450M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$5.5M - $6.19M
|
126K
$5.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.9K+ 15.56% |
$2.57M - $2.89M
|
437K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
48.9KNew |
$2.13M - $2.4M
|
48.9K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
32.3KNew |
$1.41M - $1.59M
|
32.3K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 8.59% |
$563K - $635K
|
163K
$7.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.9K+ 39.88% |
$519K - $585K
|
41.8K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 246.23% |
$454K - $511K
|
14.6K
$661K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 47.49% |
$438K - $494K
|
31.2K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$233K - $262K
|
5.34K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.31KNew |
$232K - $261K
|
5.31K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$215K - $242K
|
4.93K
$223K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.68K+ 79.24% |
$204K - $230K
|
10.6K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.11K+ 2.96% |
$48.3K - $54.4K
|
38.5K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
896+ 3.19% |
$39.1K - $44K
|
29K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
853+ 19.3% |
$37.2K - $41.9K
|
5.27K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
545+ 41.99% |
$23.8K - $26.8K
|
1.84K
$83.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
544+ 2.49% |
$23.7K - $26.7K
|
22.4K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
527+ 3.85% |
$23K - $25.9K
|
14.2K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
408+ 0.91% |
$17.8K - $20K
|
45.4K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
255+ 1.86% |
$11.1K - $12.5K
|
14K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
233+ 3.67% |
$10.2K - $11.4K
|
6.58K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
225+ 250.0% |
$9.81K - $11.1K
|
315
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
204+ 0.98% |
$8.89K - $10K
|
21.1K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
193+ 4.04% |
$8.41K - $9.48K
|
4.97K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
164+ 2.39% |
$7.15K - $8.06K
|
7.03K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
148New |
$6.45K - $7.27K
|
148
$6.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
127+ 1.93% |
$5.54K - $6.24K
|
6.7K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$5.45K - $6.14K
|
125
$5.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 88.24% |
$654 - $737
|
32
$1.45K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.05% |
$567 - $639
|
26.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 2.11% |
$436 - $491
|
484
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$262 - $295
|
6
$271
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-58- 1.91% |
$2.53K - $2.85K
|
2.98K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.45% |
$3.01K - $3.39K
|
15.3K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81- 0.75% |
$3.53K - $3.98K
|
10.7K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 2.03% |
$4.14K - $4.67K
|
4.59K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-124- 3.7% |
$5.41K - $6.09K
|
3.23K
$146K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-149- 92.55% |
$6.49K - $7.32K
|
12
$542
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160- 1.69% |
$6.97K - $7.86K
|
9.29K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 64.66% |
$7.5K - $8.45K
|
94
$4.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-225- 75.0% |
$9.81K - $11.1K
|
75
$3.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 1.2% |
$10.9K - $12.3K
|
20.5K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-265- 1.39% |
$11.6K - $13K
|
18.8K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-352- 9.23% |
$15.3K - $17.3K
|
3.46K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 54.64% |
$15.9K - $17.9K
|
303
$13.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.94% |
$16.7K - $18.9K
|
40.4K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-412- 2.21% |
$18K - $20.2K
|
18.3K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-517- 3.04% |
$22.5K - $25.4K
|
16.5K
$745K
|