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 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-6KClosed |
$175K - $289K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.31KClosed |
$155K - $256K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.6KClosed |
$134K - $221K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Hyman Charles D
|
SELL
|
- |
-6.67KClosed |
$195K - $321K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.61KClosed |
$251K - $414K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-560Closed |
$16.4K - $26.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.32KClosed |
$214K - $352K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-281Closed |
$8.21K - $13.5K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$58.4K - $96.2K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-280KClosed |
$8.18M - $13.5M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.74KClosed |
$139K - $228K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-112KClosed |
$3.26M - $5.38M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61Closed |
$2.66K - $2.87K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-4.78KClosed |
$209K - $225K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-454Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-414KClosed |
$18.1M - $19.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-120Closed |
$5.24K - $5.64K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-150KClosed |
$6.55M - $7.05M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
36New |
$1.57K - $1.69K
|
36
$1.59K
|
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.51KClosed |
$241K - $259K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-6.84KClosed |
$298K - $321K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-105Closed |
$4.58K - $4.93K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-41.4KClosed |
$1.81M - $1.95M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10Closed |
$437 - $470
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.33KClosed |
$233K - $250K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-217Closed |
$9.47K - $10.2K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8.36KClosed |
$365K - $393K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-112KClosed |
$4.9M - $5.27M
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-369Closed |
$16.1K - $17.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.19KClosed |
$223K - $249K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.02KClosed |
$344K - $384K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-200Closed |
$8.59K - $9.58K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69.5KClosed |
$2.98M - $3.33M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10KClosed |
$430K - $480K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-6.11KClosed |
$262K - $293K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-81.3KClosed |
$3.49M - $3.89M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.31KClosed |
$56.3K - $62.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-18Closed |
$773 - $862
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
166New |
$7.13K - $7.95K
|
166
$7.34K
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-759Closed |
$32.6K - $36.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
F3 Logic, LLC
|
SELL
|
- |
-7.06KClosed |
$303K - $338K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.72KClosed |
$246K - $274K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-68Closed |
$2.92K - $3.26K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-69.3KClosed |
$2.98M - $3.32M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-613Closed |
$26.3K - $29.4K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16Closed |
$687 - $767
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-55Closed |
$2.36K - $2.64K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5Closed |
$215 - $240
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Montecito Bank & Trust
|
SELL
|
- |
-5.14KClosed |
$220K - $246K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-700Closed |
$30.1K - $33.5K
|
0
$0
|
|