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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
86New |
$3.6K - $4.08K
|
86
$4.09K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
55New |
$2.3K - $2.61K
|
55
$2.61K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$963 - $1.09K
|
23
$1.09K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$126 - $142
|
3
$143
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47KNew |
$1.74M - $2.08M
|
47K
$2.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$204K - $244K
|
5.5K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
771New |
$28.6K - $34.2K
|
771
$36.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$11.1K - $13.3K
|
300
$14.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$8.35K - $9.98K
|
225
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.41K - $5.28K
|
119
$5.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
36New |
$1.34K - $1.6K
|
36
$1.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $44.3
|
1
$47.5
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.13K+ 11.34% |
$117K - $139K
|
30.7K
$1.46M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.03KNew |
$114K - $134K
|
3.03K
$144K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.3K - $3.9K
|
88
$4.18K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$675 - $798
|
18
$855
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
30.4KNew |
$1.23M - $1.53M
|
30.4K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8KNew |
$324K - $402K
|
8K
$380K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.27KNew |
$254K - $315K
|
6.27K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.98KNew |
$202K - $250K
|
4.98K
$237K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.24KNew |
$172K - $213K
|
4.24K
$201K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
267New |
$10.8K - $13.4K
|
267
$12.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
244New |
$9.89K - $12.3K
|
244
$11.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66New |
$2.68K - $3.32K
|
66
$3.14K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48New |
$1.95K - $2.41K
|
48
$2.28K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
44New |
$1.78K - $2.21K
|
44
$2.09K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
19New |
$770 - $955
|
19
$903
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$608 - $754
|
15
$713
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10New |
$405 - $502
|
10
$475
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$203 - $251
|
3.05K
$145K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
7KNew |
$315K - $350K
|
7K
$333K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$13.5K - $15K
|
300
$14.3K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$5.4K - $5.99K
|
120
$5.7K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52New |
$2.34K - $2.6K
|
52
$2.47K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.16K - $2.4K
|
48
$2.28K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.56KNew |
$352K - $392K
|
7.56K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300New |
$14K - $15.5K
|
300
$14.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
207New |
$9.63K - $10.7K
|
207
$9.84K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$4.65K - $5.18K
|
100
$4.75K
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.9KNew |
$769K - $826K
|
15.9K
$754K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 185.6% |
$441K - $474K
|
14K
$665K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
3.4K+ 36.31% |
$165K - $177K
|
12.8K
$607K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
125New |
$6.06K - $6.51K
|
125
$5.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
51New |
$2.47K - $2.66K
|
51
$2.42K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$291 - $313
|
6
$285
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.45KNew |
$276K - $294K
|
5.45K
$259K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
875New |
$44.4K - $47.2K
|
875
$41.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$15.2K - $16.2K
|
300
$14.3K
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
160New |
$7.67K - $8.27K
|
160
$7.6K
|
|