Latest Institutional Purchases of Ishares Inc (EPP)
This list provides information on the latest institutional transactions involving Ishares Inc (EPP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$301K - $339K
|
6.91K
$341K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.13K+ 51.64% |
$267K - $301K
|
18K
$888K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.34KNew |
$233K - $262K
|
5.34K
$263K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$215K - $242K
|
4.93K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$63.7K - $71.8K
|
1.46K
$72.1K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
853+ 19.3% |
$37.2K - $41.9K
|
5.27K
$260K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
544+ 2.49% |
$23.7K - $26.7K
|
22.4K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
527+ 3.85% |
$23K - $25.9K
|
14.2K
$702K
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
453+ 2.23% |
$19.7K - $22.3K
|
20.8K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
148New |
$6.45K - $7.27K
|
148
$7.3K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
127+ 1.93% |
$5.54K - $6.24K
|
6.7K
$330K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$5.45K - $6.14K
|
125
$6.17K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
120New |
$5.23K - $5.9K
|
120
$5.92K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$654 - $737
|
15
$740
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 88.24% |
$654 - $737
|
32
$1.58K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 2.11% |
$436 - $491
|
484
$23.9K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$262 - $295
|
6
$296
|
|
Q3 2024 | |||||||
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
77.6KNew |
$3.21M - $3.79M
|
77.6K
$3.83M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
67.3KNew |
$2.78M - $3.29M
|
67.3K
$3.32M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.9K+ 4784.01% |
$2.1M - $2.48M
|
51.9K
$2.56M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2K+ 347.44% |
$1.91M - $2.26M
|
59.5K
$2.94M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7KNew |
$771K - $912K
|
18.7K
$921K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.8K+ 225.0% |
$446K - $527K
|
15.6K
$770K
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.91KNew |
$368K - $435K
|
8.91K
$440K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$179K - $211K
|
4.33K
$214K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.94KNew |
$80.1K - $94.7K
|
1.94K
$95.7K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
750+ 76.53% |
$31K - $36.6K
|
1.73K
$85.4K
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
448+ 9.43% |
$18.5K - $21.9K
|
5.2K
$256K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
256+ 209.84% |
$10.6K - $12.5K
|
378
$18.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190+ 0.59% |
$7.85K - $9.28K
|
32.4K
$1.6M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.63K - $5.47K
|
112
$5.53K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
88New |
$3.63K - $4.3K
|
88
$4.34K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64New |
$2.64K - $3.13K
|
64
$3.16K
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.91KNew |
$199K - $222K
|
4.91K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.4KNew |
$56.6K - $63.2K
|
1.4K
$68.9K
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.18K+ 12.51% |
$47.8K - $53.4K
|
10.6K
$524K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
829New |
$33.6K - $37.5K
|
829
$40.9K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
569New |
$23.1K - $25.8K
|
569
$28.1K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$19.9K - $22.2K
|
490
$24.2K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250New |
$10.1K - $11.3K
|
250
$12.3K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 7.36% |
$770 - $860
|
277
$13.7K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$730 - $815
|
18
$888
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 100.0% |
$203 - $226
|
10
$493
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.7KNew |
$473K - $508K
|
11.7K
$576K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.45K+ 981.26% |
$220K - $237K
|
6K
$296K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.07K+ 47.46% |
$124K - $134K
|
9.55K
$471K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393New |
$15.9K - $17.1K
|
393
$19.4K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
72New |
$2.91K - $3.13K
|
72
$3.55K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64+ 0.29% |
$2.59K - $2.79K
|
22.3K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$1.13K - $1.22K
|
28
$1.38K
|