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 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.89K- 11.03% |
$78.1K - $84.9K
|
15.2K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.99K- 23.11% |
$82.4K - $89.6K
|
6.63K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.13K- 21.02% |
$87.9K - $95.6K
|
8K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.84K- 18.02% |
$117K - $127K
|
12.9K
$582K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.15K- 98.01% |
$130K - $142K
|
64
$2.89K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.13K- 2.3% |
$171K - $185K
|
176K
$7.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.23K- 3.54% |
$175K - $190K
|
115K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.68K- 9.01% |
$194K - $210K
|
47.3K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.8K- 33.7% |
$198K - $216K
|
9.45K
$426K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-5.15K- 6.51% |
$213K - $231K
|
73.9K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-6.15K- 48.72% |
$254K - $276K
|
6.47K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.6K- 7.52% |
$273K - $297K
|
81.1K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.3K- 14.37% |
$302K - $328K
|
43.5K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-7.46K- 17.89% |
$308K - $335K
|
34.3K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.67K- 68.28% |
$317K - $344K
|
3.56K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.2K- 0.68% |
$420K - $456K
|
1.47M
$66.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.5K- 12.98% |
$436K - $474K
|
70.7K
$3.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.7K- 23.59% |
$567K - $617K
|
44.5K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.7K- 16.16% |
$606K - $659K
|
76.2K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.1K- 4.77% |
$788K - $856K
|
380K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.3K- 48.72% |
$1.38M - $1.5M
|
35.1K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.2K- 21.48% |
$1.54M - $1.67M
|
136K
$6.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-73.7K- 88.75% |
$3.04M - $3.31M
|
9.34K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81K- 20.98% |
$3.34M - $3.64M
|
305K
$13.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-81.1K- 95.46% |
$3.35M - $3.65M
|
3.86K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-266K- 17.41% |
$11M - $12M
|
1.26M
$56.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-416K- 12.57% |
$17.2M - $18.7M
|
2.9M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-436K- 17.07% |
$18M - $19.6M
|
2.12M
$95.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-552K- 5.73% |
$22.8M - $24.8M
|
9.08M
$409M
|