Global Retirement Partners, LLC Ishares Inc Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,700 shares of EPP stock, worth $213,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,700

Previous 5,572 15.65%

Holding current value

$213,803

Previous $272,000 24.63%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$43.59 - $49.13 $38,010 - $42,841	-872 Reduced 15.65%	4,700 $205,000
Q3 2024 Oct 16, 2024	BUY	$41.3 - $48.84 $216,122 - $255,579	5,233 Added 1543.66%	5,572 $272,000
Q1 2024 Apr 23, 2024	SELL	$40.47 - $43.52 $11,655 - $12,533	-288 Reduced 45.93%	339 $14,000
Q4 2023 Jan 18, 2024	BUY	$38.16 - $43.56 $8,662 - $9,888	227 Added 56.75%	627 $27,000
Q3 2023 Oct 13, 2023	BUY	$39.31 - $43.94 $2,397 - $2,680	61 Added 17.99%	400 $15,000
Q4 2022 Feb 13, 2023	BUY	$37.1 - $44.34 $12,576 - $15,031	339 New	339 $14,000
Q2 2020 Jul 13, 2020	SELL	$32.82 - $42.18 $3,085 - $3,964	-94 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$29.21 - $48.12 $1,811 - $2,983	-62 Reduced 39.74%	94 $3,000
Q4 2019 Jan 23, 2020	BUY	$43.65 - $46.99 $218 - $234	5 Added 3.31%	156 $7,000
Q2 2019 Nov 19, 2019	BUY	$45.01 - $47.35 $6,796 - $7,149	151 New	151 $7,000
Q4 2018 Feb 22, 2019	SELL	$39.46 - $45.44 $22,097 - $25,446	-560 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$45.33 - $48.5 $25,384 - $27,160	560 New	560 $26,000

Others Institutions Holding EPP

# of Institutions

202

Shares Held

32.6M

Call Options Held

10.8K

Put Options Held

15.8K

View Full List

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

More about EPP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares Inc Transaction History