Purchases and Sales Made in Q2 2024 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
707K+ 6.69% |
$28.7M - $32M
|
11.3M
$527M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
161K+ 118.88% |
$6.53M - $7.29M
|
297K
$13.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 43.26% |
$4.65M - $5.19M
|
380K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
76.4K+ 71.03% |
$3.1M - $3.46M
|
184K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
55.7KNew |
$2.26M - $2.52M
|
55.7K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
50.2KNew |
$2.04M - $2.27M
|
50.2K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.4K+ 37.92% |
$1.68M - $1.87M
|
151K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22K+ 70.36% |
$891K - $995K
|
53.2K
$2.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 24.22% |
$829K - $926K
|
105K
$4.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.6KNew |
$794K - $886K
|
19.6K
$915K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 13.01% |
$761K - $850K
|
163K
$7.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12.6K+ 15.49% |
$511K - $571K
|
94K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.07K+ 24.87% |
$246K - $275K
|
30.5K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.84K+ 6.32% |
$237K - $264K
|
98.3K
$4.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.91KNew |
$199K - $222K
|
4.91K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.91K+ 58.44% |
$199K - $222K
|
13.3K
$622K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.99K+ 37.7% |
$162K - $181K
|
14.6K
$681K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.77K+ 40.53% |
$153K - $171K
|
13.1K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.18K+ 3.59% |
$129K - $144K
|
91.7K
$4.28M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 26.96% |
$120K - $133K
|
13.9K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.94K+ 6.78% |
$119K - $133K
|
46.3K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.77K+ 11.18% |
$112K - $125K
|
27.5K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 13.97% |
$93.4K - $104K
|
18.8K
$879K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 36.09% |
$79.1K - $88.3K
|
7.35K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.8K+ 4.48% |
$72.9K - $81.3K
|
41.9K
$1.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67K+ 8.57% |
$67.9K - $75.8K
|
21.2K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 1.63% |
$64.7K - $72.2K
|
99.4K
$4.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 57.32% |
$57.3K - $64K
|
3.88K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.4KNew |
$56.6K - $63.2K
|
1.4K
$65.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.33K+ 8.65% |
$53.9K - $60.2K
|
16.7K
$780K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 14.46% |
$48.6K - $54.3K
|
9.5K
$444K
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.18K+ 12.51% |
$47.8K - $53.4K
|
10.6K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06KNew |
$43.1K - $48.1K
|
1.06K
$49.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 1630.77% |
$43K - $48K
|
1.13K
$52.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
932+ 4.5% |
$37.8K - $42.2K
|
21.6K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
829New |
$33.6K - $37.5K
|
829
$38.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
699+ 4.97% |
$28.3K - $31.6K
|
14.8K
$689K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
575+ 10.24% |
$23.3K - $26K
|
6.19K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
569New |
$23.1K - $25.8K
|
569
$26.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$19.9K - $22.2K
|
490
$22.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
485New |
$19.7K - $22K
|
485
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
329+ 1.65% |
$13.3K - $14.9K
|
20.3K
$949K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250New |
$10.1K - $11.3K
|
250
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
214+ 1.32% |
$8.68K - $9.69K
|
16.5K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
212+ 2.25% |
$8.59K - $9.6K
|
9.64K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
130+ 4.26% |
$5.27K - $5.88K
|
3.18K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
94New |
$3.81K - $4.25K
|
94
$4.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
93+ 1.44% |
$3.77K - $4.21K
|
6.57K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
90New |
$3.65K - $4.07K
|
90
$4.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83+ 39.9% |
$3.36K - $3.76K
|
291
$13.6K
|