Purchases and Sales Made in Q4 2022 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q4 2022. 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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
239+ 0.65% |
$8.87K - $10.6K
|
37K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$8.35K - $9.98K
|
225
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
200New |
$7.42K - $8.87K
|
200
$9.45K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
164+ 1.67% |
$6.08K - $7.27K
|
9.99K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
136+ 44.74% |
$5.05K - $6.03K
|
440
$20.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
130+ 1.14% |
$4.82K - $5.76K
|
11.5K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.41K - $5.28K
|
119
$5.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
96New |
$3.56K - $4.26K
|
96
$4.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88+ 0.11% |
$3.26K - $3.9K
|
77.3K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
78+ 0.73% |
$2.89K - $3.46K
|
10.8K
$509K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 14.59% |
$2.78K - $3.33K
|
589
$27.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
64New |
$2.37K - $2.84K
|
64
$3.02K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60+ 28.57% |
$2.23K - $2.66K
|
270
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40New |
$1.48K - $1.77K
|
40
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
36New |
$1.34K - $1.6K
|
36
$1.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
34+ 1.45% |
$1.26K - $1.51K
|
2.38K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.35% |
$1K - $1.2K
|
7.75K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.21% |
$445 - $532
|
5.82K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 0.5% |
$297 - $355
|
1.59K
$75.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.59% |
$260 - $310
|
447
$21.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 1.57% |
$186 - $222
|
324
$15.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 2.0% |
$148 - $177
|
204
$9.64K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 2.0% |
$111 - $133
|
153
$7.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $44.3
|
1
$47.3
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-85- 0.59% |
$3.15K - $3.77K
|
14.2K
$673K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-130- 36.11% |
$4.82K - $5.76K
|
230
$10.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-150- 2.44% |
$5.57K - $6.65K
|
5.99K
$283K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-200- 2.48% |
$7.42K - $8.87K
|
7.86K
$372K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-202- 17.55% |
$7.49K - $8.96K
|
949
$44.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-203- 1.39% |
$7.53K - $9K
|
14.5K
$683K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-226- 77.93% |
$8.38K - $10K
|
64
$3.02K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-235- 2.31% |
$8.72K - $10.4K
|
9.92K
$469K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-295- 0.81% |
$10.9K - $13.1K
|
36K
$1.7M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-307- 3.01% |
$11.4K - $13.6K
|
9.88K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-345- 14.03% |
$12.8K - $15.3K
|
2.11K
$99.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-485- 0.57% |
$18K - $21.5K
|
84K
$3.97M
|
|
|
Mar 22, 2023
Q4 2022
|
Metlife Inc
New York, NY |
SELL
|
- |
-590- 4.84% |
$21.9K - $26.2K
|
11.6K
$548K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-682- 13.5% |
$25.3K - $30.2K
|
4.37K
$206K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-703- 2.45% |
$26.1K - $31.2K
|
28K
$1.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-800- 95.24% |
$29.7K - $35.5K
|
40
$1.89K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-980- 26.74% |
$36.4K - $43.5K
|
2.69K
$127K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.07K- 7.87% |
$39.8K - $47.5K
|
12.5K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.28K- 6.06% |
$47.3K - $56.5K
|
19.8K
$934K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29K- 6.7% |
$47.7K - $57K
|
17.9K
$847K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.3K- 19.71% |
$48.4K - $57.8K
|
5.31K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.59K- 20.72% |
$58.8K - $70.3K
|
6.07K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.59K- 14.79% |
$59K - $70.5K
|
9.16K
$433K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.77K- 16.24% |
$65.6K - $78.4K
|
9.13K
$431K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 11.31% |
$71.6K - $85.6K
|
15.1K
$715K
|