Latest Institutional Transactions on Ishares Inc (EPP)
This table provides information on the latest institutional transactions involving Ishares Inc (EPP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-609K- 6.49% |
$25.2M - $29.7M
|
8.77M
$384M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
448+ 9.43% |
$18.5K - $21.9K
|
5.2K
$228K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.03KNew |
$125K - $148K
|
3.03K
$133K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.7KNew |
$1.68M - $1.99M
|
40.7K
$1.78M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-216- 57.6% |
$8.92K - $10.5K
|
159
$6.96K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
623+ 1.09% |
$25.7K - $30.4K
|
57.9K
$2.53M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.63K - $5.47K
|
112
$4.9K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.94K+ 2.22% |
$328K - $388K
|
365K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.78K- 7.21% |
$280K - $331K
|
87.2K
$3.82M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.02K+ 4.38% |
$166K - $196K
|
95.7K
$4.19M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.51M- 13.4% |
$62.4M - $73.8M
|
9.76M
$427M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
349+ 9.0% |
$14.4K - $17K
|
4.23K
$185K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 10.91% |
$114K - $135K
|
28.1K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.4K- 51.44% |
$1.13M - $1.34M
|
25.8K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.66K+ 4.07% |
$192K - $227K
|
119K
$5.21M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.83K+ 0.1% |
$117K - $138K
|
2.78M
$122M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.4KNew |
$182K - $215K
|
4.4K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 1.9% |
$1.33M - $1.58M
|
1.73M
$75.9M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.17K- 2.09% |
$48.1K - $56.9K
|
54.5K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.93K- 19.64% |
$121K - $143K
|
12K
$525K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.7K- 30.15% |
$2.84M - $3.35M
|
159K
$6.97M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 71.43% |
$20.7K - $24.4K
|
200
$8.76K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.8K+ 225.0% |
$446K - $527K
|
15.6K
$683K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.31K- 30.52% |
$384K - $454K
|
21.2K
$928K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.3K- 37.68% |
$2.86M - $3.38M
|
115K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.37K - $6.35K
|
3.05K
$134K
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.1K- 51.78% |
$498K - $589K
|
11.2K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.5K+ 35.05% |
$1.88M - $2.22M
|
175K
$7.68M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 6.38% |
$8.26K - $9.77K
|
2.93K
$128K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.02% |
$1.28K - $1.51K
|
150K
$6.59M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 1.36% |
$55.7K - $65.8K
|
101K
$4.41M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.6K+ 69.07% |
$646K - $764K
|
38.3K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
57.4K+ 190.15% |
$2.37M - $2.8M
|
87.5K
$3.83M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16- 0.93% |
$661 - $781
|
1.7K
$74.3K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.7K- 13.22% |
$236K - $279K
|
37.4K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.09K+ 6.19% |
$251K - $297K
|
104K
$4.57M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
48.2K+ 8.95% |
$1.99M - $2.35M
|
587K
$25.7M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-571- 5.01% |
$23.6K - $27.9K
|
10.8K
$473K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 7.37% |
$28.9K - $34.2K
|
10.2K
$447K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
81KNew |
$3.35M - $3.96M
|
81K
$3.55M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.04K- 10.76% |
$42.8K - $50.6K
|
8.61K
$377K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.6K- 90.83% |
$1.88M - $2.23M
|
4.61K
$202K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$483K - $571K
|
11.7K
$512K
|
|
Nov 13, 2024
Q3 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-1.04K- 10.41% |
$43K - $50.8K
|
8.95K
$392K
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
15.6K+ 9.26% |
$644K - $762K
|
184K
$8.06M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.02K- 14.54% |
$83.3K - $98.6K
|
11.9K
$519K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
184+ 13.83% |
$7.6K - $8.99K
|
1.51K
$66.3K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
69.7K+ 423.36% |
$2.88M - $3.41M
|
86.2K
$3.77M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.2KNew |
$256K - $303K
|
6.2K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
121K+ 2608.35% |
$5M - $5.91M
|
126K
$5.5M
|