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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.07K+ 47.46% |
$124K - $134K
|
9.55K
$426K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393New |
$15.9K - $17.1K
|
393
$17.6K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
72New |
$2.91K - $3.13K
|
72
$3.22K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64+ 0.29% |
$2.59K - $2.79K
|
22.3K
$996K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28New |
$1.13K - $1.22K
|
28
$1.25K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$890 - $957
|
22
$983
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10New |
$405 - $435
|
10
$447
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24.5KNew |
$936K - $1.07M
|
24.5K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15KNew |
$571K - $652K
|
15K
$669K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.94KNew |
$227K - $259K
|
5.94K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.22KNew |
$199K - $227K
|
5.22K
$233K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
5KNew |
$191K - $218K
|
5K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.8KNew |
$183K - $209K
|
4.8K
$214K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
645New |
$24.6K - $28.1K
|
645
$28.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
600New |
$22.9K - $26.1K
|
600
$26.8K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
266New |
$10.2K - $11.6K
|
266
$11.9K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
254New |
$9.69K - $11.1K
|
254
$11.3K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
250New |
$9.54K - $10.9K
|
250
$11.2K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
212+ 1.87% |
$8.09K - $9.23K
|
11.5K
$514K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
189New |
$7.21K - $8.23K
|
189
$8.44K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
187New |
$7.14K - $8.15K
|
187
$8.35K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$1.79K - $2.05K
|
47
$2.1K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$840 - $958
|
22
$983
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$763 - $871
|
20
$893
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16New |
$611 - $697
|
16
$715
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.92% |
$153 - $174
|
212
$9.47K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.7KNew |
$734K - $820K
|
18.7K
$834K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$440K - $492K
|
11.2K
$500K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.19K+ 9.21% |
$204K - $228K
|
61.6K
$2.75M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
950New |
$37.3K - $41.7K
|
950
$42.4K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
330+ 0.43% |
$13K - $14.5K
|
77.8K
$3.48M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
323New |
$12.7K - $14.2K
|
323
$14.4K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 118.57% |
$3.26K - $3.65K
|
153
$6.83K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51New |
$2K - $2.24K
|
51
$2.28K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
11New |
$432 - $483
|
11
$491
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 25.48% |
$653K - $710K
|
77.8K
$3.47M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
297+ 1.93% |
$12.3K - $13.3K
|
15.7K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
189+ 1.89% |
$7.81K - $8.49K
|
10.2K
$454K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
51+ 69.86% |
$2.11K - $2.29K
|
124
$5.54K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.21% |
$496 - $539
|
5.74K
$256K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
250KNew |
$10.5M - $11.9M
|
250K
$11.2M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
65K+ 11.41% |
$2.72M - $3.09M
|
634K
$28.3M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33KNew |
$1.38M - $1.57M
|
33K
$1.48M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$902K - $1.02M
|
21.5K
$962K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
16.5K+ 39.09% |
$691K - $783K
|
58.7K
$2.62M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5KNew |
$567K - $643K
|
13.5K
$605K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.67KNew |
$363K - $412K
|
8.67K
$387K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.16KNew |
$132K - $150K
|
3.16K
$141K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$113K - $128K
|
2.7K
$121K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
275+ 1.85% |
$11.5K - $13.1K
|
15.1K
$676K
|