Purchases and Sales Made in Q3 2023 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
338K+ 4.36% |
$13.3M - $14.9M
|
8.08M
$378M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
203KNew |
$7.98M - $8.92M
|
203K
$9.49M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
168KNew |
$6.59M - $7.37M
|
168K
$7.84M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
69.5K+ 150.59% |
$2.73M - $3.05M
|
116K
$5.4M
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
60.5K+ 10.59% |
$2.38M - $2.66M
|
632K
$29.5M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
52.4K+ 25.31% |
$2.06M - $2.3M
|
259K
$12.1M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
48.6K+ 10.84% |
$1.91M - $2.14M
|
497K
$23.2M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
43.8K+ 94.5% |
$1.72M - $1.92M
|
90.1K
$4.21M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
27.7KNew |
$1.09M - $1.22M
|
27.7K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
23.6K+ 35.91% |
$927K - $1.04M
|
89.2K
$4.17M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
22.5K+ 1.53% |
$883K - $987K
|
1.5M
$69.9M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.7K+ 1.11% |
$813K - $909K
|
1.88M
$87.6M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.7KNew |
$734K - $820K
|
18.7K
$872K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
16.5K+ 39.09% |
$649K - $725K
|
58.7K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.1KNew |
$554K - $620K
|
14.1K
$659K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$440K - $492K
|
11.2K
$523K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10.5K+ 10.18% |
$415K - $463K
|
114K
$5.33M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.72K+ 12.16% |
$382K - $427K
|
89.7K
$4.19M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.69K+ 18.37% |
$341K - $382K
|
56K
$2.61M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.13K+ 1.87% |
$280K - $313K
|
388K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.63KNew |
$261K - $291K
|
6.63K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.8K+ 27.02% |
$228K - $255K
|
27.3K
$1.27M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.19K+ 9.21% |
$204K - $228K
|
61.6K
$2.88M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.19K+ 32.46% |
$165K - $184K
|
17.1K
$798K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.65K+ 4.5% |
$143K - $160K
|
84.8K
$3.96M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2KNew |
$126K - $141K
|
3.2K
$150K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.04K+ 16.98% |
$120K - $134K
|
21K
$980K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.56K+ 17.54% |
$100K - $112K
|
17.1K
$800K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.48K+ 7.9% |
$97.4K - $109K
|
33.8K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.47K+ 4.42% |
$97.1K - $108K
|
58.3K
$2.72M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
2K+ 25.04% |
$78.7K - $88K
|
10K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.54K+ 3.53% |
$60.5K - $67.7K
|
45.1K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 4.5% |
$47.5K - $53.1K
|
28.1K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.19K+ 1.74% |
$46.8K - $52.3K
|
69.8K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.14K+ 1.44% |
$44.9K - $50.2K
|
80.2K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.13K+ 3.28% |
$44.2K - $49.4K
|
35.4K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
950New |
$37.3K - $41.7K
|
950
$44.4K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
596+ 11.05% |
$23.4K - $26.2K
|
5.99K
$280K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
575New |
$22.6K - $25.3K
|
575
$26.9K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 0.99% |
$20.5K - $22.9K
|
53K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
339+ 3.09% |
$13.3K - $14.9K
|
11.3K
$528K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
330+ 0.43% |
$13K - $14.5K
|
77.8K
$3.64M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
323New |
$12.7K - $14.2K
|
323
$15.1K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
205+ 2.61% |
$8.06K - $9.01K
|
8.05K
$376K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
110+ 1.25% |
$4.32K - $4.83K
|
8.92K
$417K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 118.57% |
$3.26K - $3.65K
|
153
$7.15K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 0.38% |
$3.07K - $3.43K
|
20.7K
$967K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 17.99% |
$2.4K - $2.68K
|
400
$18.7K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51New |
$2K - $2.24K
|
51
$2.38K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46+ 0.89% |
$1.81K - $2.02K
|
5.19K
$242K
|