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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-537- 2.39% |
$20.1K - $23.8K
|
21.9K
$1.08M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-316- 24.31% |
$11.9K - $14K
|
984
$48.6K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.3K - $3.9K
|
88
$4.34K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$675 - $798
|
18
$888
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.03KNew |
$114K - $134K
|
3.03K
$150K
|
|
Q2 2022 | |||||||
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26- 4.94% |
$1.05K - $1.31K
|
500
$24.7K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 68.97% |
$4.05K - $5.02K
|
45
$2.22K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
19New |
$770 - $955
|
19
$937
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8KNew |
$324K - $402K
|
8K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-350Closed |
$14.2K - $17.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66New |
$2.68K - $3.32K
|
66
$3.26K
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.98KNew |
$202K - $250K
|
4.98K
$246K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 27.27% |
$12.2K - $15.1K
|
800
$39.5K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
244New |
$9.89K - $12.3K
|
244
$12K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10New |
$405 - $502
|
10
$493
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 0.32% |
$40.5 - $50.2
|
309
$15.2K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.79KClosed |
$235K - $291K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.24KNew |
$172K - $213K
|
4.24K
$209K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.2KClosed |
$170K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.27KNew |
$254K - $315K
|
6.27K
$310K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.14K- 37.52% |
$127K - $158K
|
5.24K
$258K
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.29KClosed |
$174K - $215K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.87KClosed |
$75.8K - $93.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-97.2KClosed |
$3.94M - $4.88M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$608 - $754
|
15
$740
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-5.52KClosed |
$224K - $277K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-374Closed |
$15.2K - $18.8K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
267New |
$10.8K - $13.4K
|
267
$13.2K
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-4.11KClosed |
$166K - $206K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
44New |
$1.78K - $2.21K
|
44
$2.17K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
30.4KNew |
$1.23M - $1.53M
|
30.4K
$1.5M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-146Closed |
$5.92K - $7.34K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-210Closed |
$8.51K - $10.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-23.7KClosed |
$960K - $1.19M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$203 - $251
|
3.05K
$150K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48New |
$1.95K - $2.41K
|
48
$2.37K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5.45KClosed |
$221K - $274K
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-262Closed |
$11.8K - $13.1K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52New |
$2.34K - $2.6K
|
52
$2.57K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-333Closed |
$15K - $16.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$5.4K - $5.99K
|
120
$5.92K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-1.2K- 2.64% |
$54K - $59.9K
|
44.3K
$2.19M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-61- 6.26% |
$2.74K - $3.05K
|
914
$45.1K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-244- 12.9% |
$11K - $12.2K
|
1.65K
$81.3K
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-43Closed |
$1.93K - $2.15K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-127Closed |
$5.71K - $6.34K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$13.5K - $15K
|
300
$14.8K
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
7KNew |
$315K - $350K
|
7K
$345K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.16K - $2.4K
|
48
$2.37K
|