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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$215K - $242K
|
4.93K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 47.49% |
$438K - $494K
|
31.2K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.94% |
$16.7K - $18.9K
|
40.4K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-161K- 54.39% |
$7.03M - $7.93M
|
135K
$5.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.11K+ 2.96% |
$48.3K - $54.4K
|
38.5K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-872- 15.65% |
$38K - $42.8K
|
4.7K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 88.24% |
$654 - $737
|
32
$1.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
527+ 3.85% |
$23K - $25.9K
|
14.2K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.83K- 48.85% |
$341K - $385K
|
8.2K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-58- 1.91% |
$2.53K - $2.85K
|
2.98K
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 2.11% |
$436 - $491
|
484
$21.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.05% |
$567 - $639
|
26.9K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 64.66% |
$7.5K - $8.45K
|
94
$4.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$5.45K - $6.14K
|
125
$5.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.9K+ 39.88% |
$519K - $585K
|
41.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-630- 1.49% |
$27.5K - $31K
|
41.5K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
164+ 2.39% |
$7.15K - $8.06K
|
7.03K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
853+ 19.3% |
$37.2K - $41.9K
|
5.27K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
32.3KNew |
$1.41M - $1.59M
|
32.3K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.1K- 66.67% |
$47.9K - $54K
|
550
$24.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 54.64% |
$15.9K - $17.9K
|
303
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69- 0.45% |
$3.01K - $3.39K
|
15.3K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-265- 1.39% |
$11.6K - $13K
|
18.8K
$832K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 2.03% |
$4.14K - $4.67K
|
4.59K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-919- 20.5% |
$40.1K - $45.2K
|
3.56K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-412- 2.21% |
$18K - $20.2K
|
18.3K
$808K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-517- 3.04% |
$22.5K - $25.4K
|
16.5K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.81K- 8.26% |
$166K - $187K
|
42.3K
$1.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.4K- 38.0% |
$105K - $118K
|
3.92K
$173K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-149- 92.55% |
$6.49K - $7.32K
|
12
$531
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.91KNew |
$368K - $435K
|
8.91K
$394K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
448+ 9.43% |
$18.5K - $21.9K
|
5.2K
$230K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-216- 57.6% |
$8.92K - $10.5K
|
159
$7.04K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.63K - $5.47K
|
112
$4.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.8K+ 225.0% |
$446K - $527K
|
15.6K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.37K - $6.35K
|
3.05K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.17K- 2.09% |
$48.1K - $56.9K
|
54.5K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.6K- 90.83% |
$1.88M - $2.23M
|
4.61K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.1K- 51.78% |
$498K - $589K
|
11.2K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
67.3KNew |
$2.78M - $3.29M
|
67.3K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.3K- 23.06% |
$508K - $600K
|
41K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
69.7K+ 423.36% |
$2.88M - $3.41M
|
86.2K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-90- 32.14% |
$3.72K - $4.4K
|
190
$8.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-925- 7.5% |
$38.2K - $45.2K
|
11.4K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.94KNew |
$80.1K - $94.7K
|
1.94K
$85.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.95K- 31.57% |
$163K - $193K
|
8.55K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$179K - $211K
|
4.33K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1K- 5.05% |
$41.3K - $48.8K
|
18.8K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11K+ 0.74% |
$453K - $535K
|
1.49M
$66.1M
|
|