Purchases and Sales Made in Q1 2025 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q1 2025. 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 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-80- 4.74% |
$3.46K - $3.72K
|
1.61K
$78.6K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-88- 0.55% |
$3.81K - $4.1K
|
16.1K
$786K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-89- 29.67% |
$3.85K - $4.14K
|
211
$10.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-105- 66.04% |
$4.54K - $4.89K
|
54
$2.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-131- 43.23% |
$5.66K - $6.1K
|
172
$8.42K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-136- 1.66% |
$5.88K - $6.33K
|
8.06K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-168- 1.84% |
$7.26K - $7.82K
|
8.98K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 5.57% |
$10.6K - $11.4K
|
4.14K
$203K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-298- 48.61% |
$12.9K - $13.9K
|
315
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-303- 1.44% |
$13.1K - $14.1K
|
20.8K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-310- 0.73% |
$13.4K - $14.4K
|
42K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-426- 7.09% |
$18.4K - $19.8K
|
5.58K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-427- 14.35% |
$18.5K - $19.9K
|
2.55K
$125K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-443- 2.7% |
$19.2K - $20.6K
|
16K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-600- 3.19% |
$25.9K - $27.9K
|
18.2K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-700- 11.07% |
$30.3K - $32.6K
|
5.63K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-775- 4.67% |
$33.5K - $36.1K
|
15.8K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-811- 0.58% |
$35.1K - $37.8K
|
139K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-844- 10.16% |
$36.5K - $39.3K
|
7.47K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-872- 7.5% |
$37.7K - $40.6K
|
10.8K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-984- 2.01% |
$42.5K - $45.8K
|
48K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.01K- 1.15% |
$43.5K - $46.9K
|
86.5K
$4.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 3.84% |
$44.6K - $48K
|
25.8K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.11K- 11.16% |
$48K - $51.7K
|
8.84K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 68.58% |
$54.7K - $58.9K
|
579
$28.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.4K- 12.28% |
$60.5K - $65.2K
|
10K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.43K- 3.43% |
$61.7K - $66.4K
|
40.1K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.67K- 1.23% |
$72.1K - $77.7K
|
134K
$6.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.94K- 1.54% |
$83.9K - $90.4K
|
124K
$6.08M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.95K- 4.34% |
$84.1K - $90.6K
|
42.9K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.12K- 2.18% |
$91.8K - $98.9K
|
95.4K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.48K- 29.44% |
$107K - $116K
|
5.95K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.46K- 35.97% |
$149K - $161K
|
6.15K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.72K- 24.12% |
$161K - $173K
|
11.7K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4K- 79.58% |
$173K - $186K
|
1.03K
$50.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.03K- 37.14% |
$174K - $187K
|
6.82K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.5K- 0.7% |
$453K - $488K
|
1.48M
$72.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10.7K- 20.81% |
$461K - $497K
|
40.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.5K- 20.7% |
$541K - $582K
|
47.9K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 48.7% |
$611K - $657K
|
14.9K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 67.32% |
$733K - $790K
|
8.23K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.3K- 4.61% |
$1.01M - $1.09M
|
483K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.4K- 11.24% |
$1.06M - $1.14M
|
193K
$9.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-26K- 83.4% |
$1.13M - $1.21M
|
5.18K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.5K- 20.42% |
$1.19M - $1.28M
|
107K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-36.3K- 85.3% |
$1.57M - $1.69M
|
6.25K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40K- 24.48% |
$1.73M - $1.86M
|
123K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 35.76% |
$1.74M - $1.87M
|
72.3K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 2.31% |
$1.76M - $1.89M
|
1.72M
$84.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41K- 36.71% |
$1.77M - $1.91M
|
70.7K
$3.46M
|