Wharton Business Group, LLC Ishares Inc Transaction History

Wharton Business Group, LLC

$2.23 Billion
Q3 2024

A detailed history of Wharton Business Group, LLC transactions in Ishares Inc stock. As of the latest transaction made, Wharton Business Group, LLC holds 7,562 shares of EPP stock, worth $349,666. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,562

Previous 7,562 -0.0%

Holding current value

$349,666

Previous $325,000 13.54%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	BUY	$46.54 - $51.83 $351,935 - $391,938	7,562 New	7,562 $361,000
Q3 2021 Nov 09, 2021	SELL	$48.46 - $52.1 $366,454 - $393,980	-7,562 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$40.07 - $42.95 $3.65 Million - $3.91 Million	-91,039 Reduced 92.33%	7,562 $307,000
Q1 2020 Apr 27, 2020	SELL	$29.21 - $48.12 $27,837 - $45,858	-953 Reduced 0.96%	98,601 $3.34 Million
Q3 2019 Oct 30, 2019	SELL	$42.94 - $47.91 $501,796 - $559,876	-11,686 Reduced 10.51%	99,554 $4.45 Million
Q1 2019 May 01, 2019	BUY	$39.96 - $45.9 $13,586 - $15,606	340 Added 0.31%	111,240 $5.11 Million
Q3 2018 Nov 06, 2018	BUY	$43.93 - $46.92 $97,744 - $104,397	2,225 Added 2.05%	110,900 $5.04 Million
Q3 2017 Nov 02, 2017	BUY	$46.06 - $46.24 $5.01 Million - $5.03 Million	108,675	108,675 $5.03 Million

Others Institutions Holding EPP

# of Institutions

201

Shares Held

32.5M

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 Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.

Account

Wharton Business Group, LLC Ishares Inc Transaction History