Purchases and Sales Made in Q4 2023 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31M+ 14.59% |
$50M - $57.1M
|
10.3M
$481M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
919K+ 31.74% |
$35.1M - $40M
|
3.81M
$178M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
191K+ 2.37% |
$7.3M - $8.34M
|
8.28M
$387M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144K+ 155.67% |
$5.5M - $6.28M
|
237K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
111KNew |
$4.24M - $4.84M
|
111K
$5.19M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
82K+ 4.82% |
$3.13M - $3.57M
|
1.78M
$83.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.8K+ 200.33% |
$2.59M - $2.95M
|
102K
$4.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65.4K+ 653.42% |
$2.5M - $2.85M
|
75.4K
$3.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
58.7K+ 9.28% |
$2.24M - $2.56M
|
691K
$32.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.1KNew |
$1.76M - $2.01M
|
46.1K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.1KNew |
$1.64M - $1.88M
|
43.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24.5KNew |
$936K - $1.07M
|
24.5K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.2KNew |
$848K - $969K
|
22.2K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.9K+ 78.01% |
$835K - $953K
|
49.9K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18K+ 1031.36% |
$686K - $784K
|
19.7K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15KNew |
$571K - $652K
|
15K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 38.08% |
$396K - $453K
|
37.7K
$1.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.85K+ 46.98% |
$376K - $429K
|
30.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.76K+ 16.74% |
$372K - $425K
|
68K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.8KNew |
$259K - $296K
|
6.8K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.48KNew |
$247K - $282K
|
6.48K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.94KNew |
$227K - $259K
|
5.94K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.22KNew |
$199K - $227K
|
5.22K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.11K+ 5322.92% |
$195K - $223K
|
5.21K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5K+ 5.9% |
$191K - $218K
|
89.8K
$4.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
5KNew |
$191K - $218K
|
5K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.8KNew |
$183K - $209K
|
4.8K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.71K+ 80.73% |
$180K - $205K
|
10.5K
$492K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.7KNew |
$179K - $205K
|
4.7K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 6.41% |
$130K - $148K
|
56.4K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.29K+ 6.96% |
$87.5K - $99.9K
|
35.2K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.25K+ 2.51% |
$85.7K - $97.9K
|
91.9K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.46K+ 4.11% |
$55.5K - $63.4K
|
36.8K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
750+ 76.53% |
$28.6K - $32.7K
|
1.73K
$80.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
650+ 7.29% |
$24.8K - $28.3K
|
9.57K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
645New |
$24.6K - $28.1K
|
645
$30.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
554+ 55400.0% |
$21.1K - $24.1K
|
555
$25.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
545+ 10.51% |
$20.8K - $23.7K
|
5.73K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
489+ 8.17% |
$18.7K - $21.3K
|
6.48K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
432+ 2.21% |
$16.5K - $18.8K
|
20K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
379+ 1.81% |
$14.5K - $16.5K
|
21.3K
$994K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
295+ 1.91% |
$11.3K - $12.9K
|
15.7K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
292+ 2.0% |
$11.1K - $12.7K
|
14.9K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
266New |
$10.2K - $11.6K
|
266
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
254New |
$9.69K - $11.1K
|
254
$11.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
250New |
$9.54K - $10.9K
|
250
$11.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
227+ 56.75% |
$8.66K - $9.89K
|
627
$29.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
212+ 1.87% |
$8.09K - $9.23K
|
11.5K
$538K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
189New |
$7.21K - $8.23K
|
189
$8.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
187New |
$7.14K - $8.15K
|
187
$8.74K
|