Purchases and Sales Made in Q1 2023 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$113K - $128K
|
2.7K
$129K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.14K+ 6.18% |
$89.4K - $101K
|
36.7K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63KNew |
$68.2K - $77.4K
|
1.63K
$77.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.62K+ 15.66% |
$67.8K - $76.9K
|
12K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 17.62% |
$67.3K - $76.3K
|
10.7K
$511K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.41K+ 3.41% |
$58.8K - $66.7K
|
42.6K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 282.58% |
$57.7K - $65.5K
|
1.87K
$88.9K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
996+ 0.94% |
$41.7K - $47.3K
|
107K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
865+ 6.69% |
$36.2K - $41.1K
|
13.8K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
845+ 1.09% |
$35.4K - $40.1K
|
78.2K
$3.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
785+ 242.28% |
$32.9K - $37.3K
|
1.11K
$52.8K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
730+ 0.87% |
$30.6K - $34.7K
|
84.8K
$4.04M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
698+ 13.96% |
$29.2K - $33.1K
|
5.7K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
642+ 2.3% |
$26.9K - $30.5K
|
28.6K
$1.36M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
512+ 45.8% |
$21.4K - $24.3K
|
1.63K
$77.6K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
304+ 88.37% |
$12.7K - $14.4K
|
648
$30.9K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
275+ 1.85% |
$11.5K - $13.1K
|
15.1K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
271+ 1.87% |
$11.3K - $12.9K
|
14.7K
$701K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
208+ 2.1% |
$8.7K - $9.88K
|
10.1K
$482K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190New |
$7.95K - $9.02K
|
190
$9.05K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
148New |
$6.19K - $7.03K
|
148
$7.05K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86New |
$3.6K - $4.08K
|
86
$4.09K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
82New |
$3.43K - $3.89K
|
82
$3.9K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
55New |
$2.3K - $2.61K
|
55
$2.62K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38+ 0.21% |
$1.59K - $1.8K
|
18K
$855K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 12.4% |
$1.3K - $1.47K
|
281
$13.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$963 - $1.09K
|
23
$1.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 0.07% |
$628 - $712
|
21.3K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
11New |
$460 - $522
|
11
$524
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 100.0% |
$209 - $237
|
10
$476
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$126 - $142
|
3
$143
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$41.9 - $47.5
|
10.8K
$512K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3- 0.06% |
$126 - $142
|
5.31K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 0.5% |
$335 - $380
|
1.59K
$75.5K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19Closed |
$795 - $902
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 48.08% |
$1.05K - $1.19K
|
27
$1.29K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30- 0.39% |
$1.26K - $1.42K
|
7.72K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-33- 0.15% |
$1.38K - $1.57K
|
21.6K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 32.5% |
$2.72K - $3.09K
|
135
$6.43K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-70- 0.93% |
$2.93K - $3.32K
|
7.48K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-90- 0.98% |
$3.77K - $4.27K
|
9.11K
$434K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-93- 1.6% |
$3.89K - $4.42K
|
5.72K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-127- 0.2% |
$5.31K - $6.03K
|
63.7K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-143- 0.83% |
$5.98K - $6.79K
|
17.1K
$815K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-152- 1.21% |
$6.36K - $7.22K
|
12.4K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-172- 26.67% |
$7.2K - $8.17K
|
473
$22.5K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-181- 2.28% |
$7.57K - $8.59K
|
7.75K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-213- 1.84% |
$8.91K - $10.1K
|
11.4K
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 5.1% |
$9.21K - $10.4K
|
4.09K
$195K
|