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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9- 47.37% |
$389 - $419
|
10
$458
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.57KNew |
$111K - $119K
|
2.57K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
497+ 9.36% |
$21.5K - $23.1K
|
5.81K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
50New |
$2.16K - $2.33K
|
50
$2.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 5.57% |
$10.6K - $11.4K
|
4.14K
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-43.4K- 61.4% |
$1.88M - $2.02M
|
27.3K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.44K+ 120.01% |
$365K - $393K
|
15.5K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.03K- 37.14% |
$174K - $187K
|
6.82K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-310- 0.73% |
$13.4K - $14.4K
|
42K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 35.76% |
$1.74M - $1.87M
|
72.3K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
343+ 0.89% |
$14.8K - $16K
|
38.9K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-775- 4.67% |
$33.5K - $36.1K
|
15.8K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
358K+ 1107.88% |
$15.5M - $16.7M
|
391K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
73.6K+ 1118.26% |
$3.18M - $3.43M
|
80.2K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
290+ 5.52% |
$12.5K - $13.5K
|
5.54K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-52- 0.45% |
$2.25K - $2.42K
|
11.5K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.5K- 0.7% |
$453K - $488K
|
1.48M
$67.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.4K- 12.28% |
$60.5K - $65.2K
|
10K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-95.6K- 72.33% |
$4.13M - $4.45M
|
36.6K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.43K- 3.43% |
$61.7K - $66.4K
|
40.1K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 3.84% |
$44.6K - $48K
|
25.8K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-131- 43.23% |
$5.66K - $6.1K
|
172
$7.87K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.48K- 29.44% |
$107K - $116K
|
5.95K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.46K- 35.97% |
$149K - $161K
|
6.15K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
293New |
$12.7K - $13.6K
|
293
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.17K+ 32.74% |
$50.5K - $54.3K
|
4.73K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 1466.1% |
$187K - $201K
|
4.62K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
830+ 16.69% |
$35.9K - $38.6K
|
5.8K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-34- 0.24% |
$1.47K - $1.58K
|
13.9K
$638K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.37KNew |
$405K - $436K
|
9.37K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.12K- 2.18% |
$91.8K - $98.9K
|
95.4K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 106566.67% |
$138K - $149K
|
3.2K
$146K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-89- 29.67% |
$3.85K - $4.14K
|
211
$9.66K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-443- 2.7% |
$19.2K - $20.6K
|
16K
$730K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-8.09K- 49.76% |
$352K - $397K
|
8.16K
$374K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.6KNew |
$507K - $571K
|
11.6K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 10.62% |
$531K - $598K
|
102K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$301K - $339K
|
6.91K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-647- 2.5% |
$28.2K - $31.8K
|
25.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-80.9K- 13.78% |
$3.53M - $3.97M
|
506K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
121+ 2.47% |
$5.27K - $5.94K
|
5.02K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
26.7K+ 7.31% |
$1.16M - $1.31M
|
392K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.53K- 15.67% |
$415K - $468K
|
51.3K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.8K- 2.08% |
$2.52M - $2.84M
|
2.72M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 149.76% |
$1.38M - $1.56M
|
52.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
323+ 0.37% |
$14.1K - $15.9K
|
87.5K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.6KNew |
$1.85M - $2.09M
|
42.6K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.5K- 71.43% |
$65.4K - $73.7K
|
600
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30.6K- 34.92% |
$1.33M - $1.5M
|
57K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 13.3% |
$690K - $777K
|
135K
$6.17M
|
|