Purchases and Sales Made in Q2 2023 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70New |
$2.89K - $3.15K
|
70
$3.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 69.86% |
$2.11K - $2.29K
|
124
$5.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47+ 0.32% |
$1.94K - $2.11K
|
14.8K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 5.86% |
$1.45K - $1.57K
|
632
$28.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
17+ 0.29% |
$702 - $764
|
5.81K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17New |
$702 - $764
|
17
$767
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.21% |
$496 - $539
|
5.74K
$259K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 2.01% |
$372 - $404
|
456
$20.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.54% |
$248 - $270
|
1.12K
$50.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4+ 0.03% |
$165 - $180
|
11.5K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.96% |
$165 - $180
|
208
$9.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 1.31% |
$82.6 - $89.9
|
155
$6.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 5.68% |
$1.03K - $1.12K
|
415
$18.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 11.03% |
$1.28K - $1.39K
|
250
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-139- 36.01% |
$5.74K - $6.25K
|
247
$11.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-140- 62.22% |
$5.78K - $6.29K
|
85
$3.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-153- 1.0% |
$6.32K - $6.87K
|
15.2K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-160- 0.74% |
$6.61K - $7.19K
|
21.5K
$968K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-226- 1.17% |
$9.34K - $10.2K
|
19.1K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-272- 5.84% |
$11.2K - $12.2K
|
4.38K
$198K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-294- 16.42% |
$12.1K - $13.2K
|
1.5K
$67.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 7.59% |
$12.4K - $13.5K
|
3.65K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-340- 0.43% |
$14K - $15.3K
|
79K
$3.56M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-361- 0.98% |
$14.9K - $16.2K
|
36.4K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-400- 2.87% |
$16.5K - $18K
|
13.5K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-417- 5.38% |
$17.2K - $18.7K
|
7.33K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-496- 0.75% |
$20.5K - $22.3K
|
65.6K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-501- 6.69% |
$20.7K - $22.5K
|
6.99K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-526- 28.17% |
$21.7K - $23.6K
|
1.34K
$60.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-530- 0.77% |
$21.9K - $23.8K
|
68.6K
$3.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-585- 0.75% |
$24.2K - $26.3K
|
77.5K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-595- 5.23% |
$24.6K - $26.7K
|
10.8K
$486K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-651- 5.25% |
$26.9K - $29.2K
|
11.7K
$529K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-660- 4.33% |
$27.3K - $29.7K
|
14.6K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-668- 0.2% |
$27.6K - $30K
|
326K
$14.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-675- 8.58% |
$27.9K - $30.3K
|
7.19K
$324K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-698- 12.25% |
$28.8K - $31.4K
|
5K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-732- 3.43% |
$30.2K - $32.9K
|
20.6K
$929K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-766- 32.14% |
$31.7K - $34.4K
|
1.62K
$72.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-829- 32.5% |
$34.3K - $37.2K
|
1.72K
$77.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-893- 3.07% |
$36.9K - $40.1K
|
28.2K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-910- 22.25% |
$37.6K - $40.9K
|
3.18K
$143K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 11.27% |
$42.4K - $46.1K
|
8.08K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.04K- 8.71% |
$43K - $46.8K
|
10.9K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.3K- 1.24% |
$53.5K - $58.2K
|
104K
$4.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 13.5% |
$59.9K - $65.1K
|
9.28K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.52K- 10.98% |
$62.6K - $68.1K
|
12.3K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.74K- 2.22% |
$71.7K - $78K
|
76.3K
$3.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.77K- 6.18% |
$73.1K - $79.4K
|
26.8K
$1.21M
|