Purchases and Sales Made in Q4 2021 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
656KNew |
$30.5M - $34M
|
656K
$30.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
413K+ 6.26% |
$19.2M - $21.4M
|
7M
$327M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
63.1K+ 8417.33% |
$2.94M - $3.27M
|
63.9K
$2.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
62.8K+ 3.52% |
$2.92M - $3.26M
|
1.85M
$86.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 8.28% |
$2.63M - $2.93M
|
740K
$34.6M
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
49.4KNew |
$2.3M - $2.56M
|
49.4K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
47.5KNew |
$2.21M - $2.46M
|
47.5K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
40.9K+ 7.26% |
$1.9M - $2.12M
|
604K
$28.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
37.4K+ 35.22% |
$1.74M - $1.94M
|
144K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 285.12% |
$1.17M - $1.31M
|
34.1K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.2K+ 61.49% |
$1.17M - $1.3M
|
66.1K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3KNew |
$1.08M - $1.21M
|
23.3K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22.6KNew |
$1.05M - $1.17M
|
22.6K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7K+ 0.79% |
$775K - $863K
|
2.12M
$99.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.9K+ 31.92% |
$742K - $826K
|
65.9K
$3.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.6KNew |
$678K - $755K
|
14.6K
$681K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
9.87KNew |
$460K - $512K
|
9.87K
$461K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.61K+ 20.03% |
$447K - $498K
|
57.6K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.56KNew |
$352K - $392K
|
7.56K
$353K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.86KNew |
$319K - $356K
|
6.86K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.82KNew |
$224K - $250K
|
4.82K
$225K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3.95KNew |
$184K - $204K
|
3.95K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.88K+ 4.68% |
$180K - $201K
|
86.7K
$4.05M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.08KNew |
$143K - $160K
|
3.08K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 42.94% |
$128K - $143K
|
9.18K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.7K+ 4.28% |
$126K - $140K
|
65.8K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.5K+ 5.34% |
$116K - $129K
|
49.3K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.44K+ 8.38% |
$113K - $126K
|
31.5K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.19KNew |
$102K - $113K
|
2.19K
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.89KNew |
$88.1K - $98.1K
|
1.89K
$88.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 6.59% |
$86.7K - $96.6K
|
30.1K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.7K+ 5.13% |
$79.2K - $88.2K
|
34.9K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.61K+ 5.34% |
$74.7K - $83.2K
|
31.6K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 7.61% |
$69.8K - $77.7K
|
21.2K
$991K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.3KNew |
$60.5K - $67.4K
|
1.3K
$60.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.21K+ 3.44% |
$56.5K - $62.9K
|
36.5K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.2K+ 14.95% |
$55.9K - $62.2K
|
9.24K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08K+ 1.12% |
$50.3K - $56K
|
97.3K
$4.55M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.03K+ 7.41% |
$47.7K - $53.1K
|
14.9K
$694K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
873+ 6.48% |
$40.6K - $45.2K
|
14.3K
$670K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
841+ 147.03% |
$39.1K - $43.6K
|
1.41K
$66K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
803+ 1.15% |
$37.4K - $41.6K
|
70.9K
$3.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
786+ 1.02% |
$36.6K - $40.7K
|
77.8K
$3.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
712+ 3.7% |
$33.1K - $36.9K
|
19.9K
$931K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
583+ 63.58% |
$27.1K - $30.2K
|
1.5K
$70.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
513+ 2.72% |
$23.9K - $26.6K
|
19.3K
$904K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430+ 7.33% |
$20K - $22.3K
|
6.3K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
405+ 1.7% |
$18.8K - $21K
|
24.2K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
400New |
$18.6K - $20.7K
|
400
$18.7K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
397+ 945.24% |
$18.5K - $20.6K
|
439
$20.5K
|