Purchases and Sales Made in Q2 2025 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59.4K+ 74.14% |
$2.31M - $2.96M
|
140K
$7.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
56.6K+ 54.59% |
$2.2M - $2.82M
|
160K
$8.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.8K+ 0.8% |
$459K - $588K
|
1.49M
$75.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.54KNew |
$332K - $425K
|
8.54K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.74K+ 17.71% |
$106K - $137K
|
18.2K
$916K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.78K+ 4.24% |
$69.2K - $88.7K
|
43.8K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.71K+ 66.67% |
$66.4K - $85.2K
|
4.28K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
653+ 1.68% |
$25.4K - $32.5K
|
39.5K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
610+ 5.75% |
$23.7K - $30.4K
|
11.2K
$565K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 2.2% |
$22.1K - $28.4K
|
26.4K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
396+ 9.52% |
$15.4K - $19.7K
|
4.56K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
257+ 10.08% |
$9.98K - $12.8K
|
2.81K
$141K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
113+ 29.89% |
$4.39K - $5.63K
|
491
$24.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80New |
$3.11K - $3.99K
|
80
$4.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$2.1K - $2.69K
|
54
$2.72K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
53+ 1.64% |
$2.06K - $2.64K
|
3.28K
$165K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$1.05K - $1.35K
|
27
$1.36K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
24+ 0.3% |
$932 - $1.2K
|
8.08K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.86% |
$350 - $448
|
493
$24.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3- 0.02% |
$117 - $149
|
13.9K
$701K
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-76- 1.12% |
$2.95K - $3.79K
|
6.74K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.16% |
$3.89K - $4.98K
|
4.52K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-162- 94.19% |
$6.29K - $8.07K
|
10
$503
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-175- 3.11% |
$6.8K - $8.72K
|
5.45K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-290- 5.23% |
$11.3K - $14.5K
|
5.25K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-510- 10.2% |
$19.8K - $25.4K
|
4.49K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-510- 8.7% |
$19.8K - $25.4K
|
5.36K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-539- 1.34% |
$20.9K - $26.9K
|
39.6K
$1.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-638- 4.0% |
$24.8K - $31.8K
|
15.3K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-656- 5.61% |
$25.5K - $32.7K
|
11K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.22K- 7.72% |
$47.4K - $60.8K
|
14.6K
$734K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.38K- 2.87% |
$53.4K - $68.5K
|
46.6K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 50.0% |
$62.2K - $79.7K
|
1.6K
$80.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.67K- 35.3% |
$64.9K - $83.2K
|
3.06K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.25K- 3.12% |
$87.5K - $112K
|
70K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.8K- 3.34% |
$147K - $189K
|
110K
$5.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4K- 8.08% |
$155K - $199K
|
45.5K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.64K- 4.86% |
$180K - $231K
|
90.7K
$4.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 71.98% |
$1.02M - $1.31M
|
10.2K
$515K
|