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 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
345+ 115.0% |
$16.1K - $17.9K
|
645
$30.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
325+ 0.66% |
$15.1K - $16.8K
|
49.5K
$2.34M
|
|
|
Mar 23, 2023
Q4 2021
|
Metlife Inc
New York, NY |
BUY
|
- |
311+ 2.53% |
$14.5K - $16.1K
|
12.6K
$595K
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
311+ 2.53% |
$14.5K - $16.1K
|
12.6K
$595K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
308New |
$14.3K - $16K
|
308
$14.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300New |
$14K - $15.5K
|
300
$14.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
290+ 3.1% |
$13.5K - $15K
|
9.66K
$456K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
255+ 1.04% |
$11.9K - $13.2K
|
24.8K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
221New |
$10.3K - $11.5K
|
221
$10.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
207New |
$9.63K - $10.7K
|
207
$9.78K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
173+ 8.21% |
$8.05K - $8.97K
|
2.28K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
161+ 1.44% |
$7.49K - $8.34K
|
11.3K
$535K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
147+ 1.36% |
$6.84K - $7.62K
|
11K
$518K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
135New |
$6.28K - $7K
|
135
$6.38K
|
|
|
Feb 09, 2022
Q4 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
130+ 1.65% |
$6.05K - $6.74K
|
8K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
127New |
$5.91K - $6.58K
|
127
$6K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118+ 0.53% |
$5.49K - $6.12K
|
22.4K
$1.06M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$4.65K - $5.18K
|
100
$4.73K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
73+ 1.09% |
$3.4K - $3.78K
|
6.78K
$320K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
59+ 40.41% |
$2.75K - $3.06K
|
205
$9.69K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$2.7K - $3.01K
|
58
$2.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57+ 0.97% |
$2.65K - $2.95K
|
5.96K
$282K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 2.91% |
$558 - $622
|
425
$20.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11+ 0.19% |
$512 - $570
|
5.83K
$275K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
10+ 2.59% |
$465 - $518
|
396
$18.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
10New |
$465 - $518
|
10
$473
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 2.65% |
$233 - $259
|
194
$9.17K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$140 - $155
|
3
$142
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$46.5 - $51.8
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2- 0.01% |
$93.1 - $104
|
14.6K
$691K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4Closed |
$186 - $207
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17- 0.08% |
$791 - $881
|
20.8K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32- 0.54% |
$1.49K - $1.66K
|
5.94K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-41- 0.37% |
$1.91K - $2.13K
|
11.1K
$525K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-42- 0.22% |
$1.95K - $2.18K
|
18.8K
$887K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-48Closed |
$2.23K - $2.49K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60Closed |
$2.79K - $3.11K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-69- 0.06% |
$3.21K - $3.58K
|
121K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-86- 85.15% |
$4K - $4.46K
|
15
$709
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
SELL
|
- |
-108- 0.14% |
$5.03K - $5.6K
|
75.8K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-165- 1.62% |
$7.68K - $8.55K
|
10K
$474K
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-175- 0.58% |
$8.14K - $9.07K
|
30K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-180- 0.43% |
$8.38K - $9.33K
|
41.4K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-190- 3.89% |
$8.84K - $9.85K
|
4.7K
$222K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-196Closed |
$9.12K - $10.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-235- 1.72% |
$10.9K - $12.2K
|
13.4K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-240- 48.0% |
$11.2K - $12.4K
|
260
$12.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-250Closed |
$11.6K - $13K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-263- 7.65% |
$12.2K - $13.6K
|
3.18K
$150K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-350- 0.76% |
$16.3K - $18.1K
|
45.5K
$2.15M
|