Purchases and Sales Made in Q1 2024 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393New |
$15.9K - $17.1K
|
393
$18.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
370+ 740.0% |
$15K - $16.1K
|
420
$20K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
351+ 0.34% |
$14.2K - $15.3K
|
105K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
348+ 0.62% |
$14.1K - $15.1K
|
56.8K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
270New |
$10.9K - $11.8K
|
270
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
221+ 19.93% |
$8.94K - $9.62K
|
1.33K
$63.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
208New |
$8.42K - $9.05K
|
208
$9.9K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
201+ 3.92% |
$8.13K - $8.75K
|
5.33K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
151New |
$6.11K - $6.57K
|
151
$7.19K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
135+ 0.96% |
$5.46K - $5.88K
|
14.2K
$678K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 9.04% |
$4.33K - $4.66K
|
1.29K
$61.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
74+ 0.49% |
$2.99K - $3.22K
|
15.1K
$719K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
72New |
$2.91K - $3.13K
|
72
$3.43K
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
70+ 0.75% |
$2.83K - $3.05K
|
9.44K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64+ 0.29% |
$2.59K - $2.79K
|
22.3K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$1.13K - $1.22K
|
28
$1.33K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 115.0% |
$931 - $1K
|
43
$2.05K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$890 - $957
|
22
$1.05K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 1.64% |
$728 - $783
|
1.12K
$53.2K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10New |
$405 - $435
|
10
$476
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$202 - $218
|
5
$238
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.04% |
$40.5 - $43.5
|
2.47K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.79% |
$80.9 - $87
|
250
$11.9K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.35% |
$526 - $566
|
3.68K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19- 50.0% |
$769 - $827
|
19
$905
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 23.17% |
$769 - $827
|
63
$3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-38- 15.38% |
$1.54K - $1.65K
|
209
$9.95K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-109- 0.13% |
$4.41K - $4.74K
|
81.4K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-115- 2.01% |
$4.65K - $5K
|
5.62K
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.26K - $5.66K
|
3.05K
$145K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-148- 36.45% |
$5.99K - $6.44K
|
258
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-201- 1.02% |
$8.13K - $8.75K
|
19.5K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-214- 75.62% |
$8.66K - $9.31K
|
69
$3.29K
|
|
|
May 14, 2024
Q1 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-234- 2.24% |
$9.47K - $10.2K
|
10.2K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-241- 1.01% |
$9.75K - $10.5K
|
23.6K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-288- 45.93% |
$11.7K - $12.5K
|
339
$16.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-325- 86.67% |
$13.2K - $14.1K
|
50
$2.38K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-334- 0.5% |
$13.5K - $14.5K
|
66.4K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-425- 6.15% |
$17.2K - $18.5K
|
6.49K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-487- 17.96% |
$19.7K - $21.2K
|
2.23K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-900- 4.35% |
$36.4K - $39.2K
|
19.8K
$943K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.02K- 2.3% |
$41.4K - $44.5K
|
43.3K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 9.82% |
$41.9K - $45K
|
9.5K
$452K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.26K- 24.88% |
$51K - $54.9K
|
3.81K
$181K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.43K- 9.08% |
$57.8K - $62.1K
|
14.3K
$681K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.49K- 2.98% |
$60.2K - $64.7K
|
48.3K
$2.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.56K- 15.63% |
$63K - $67.7K
|
8.4K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.65K- 35.96% |
$107K - $115K
|
4.72K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.8K- 66.67% |
$113K - $122K
|
1.4K
$66.7K
|