Latest Institutional Sells of Ishares Inc (EPP)
This list provides information on the latest institutional transactions involving Ishares Inc (EPP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.22KClosed |
$237K - $304K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.22KClosed |
$138K - $178K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.39KClosed |
$45.6K - $58.6K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.22KClosed |
$39.9K - $51.3K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-211Closed |
$6.93K - $8.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-163Closed |
$5.35K - $6.88K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-24Closed |
$788 - $1.01K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-21Closed |
$689 - $886
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 09, 2020
Q1 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-280KClosed |
$8.18M - $13.5M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-176KClosed |
$5.15M - $8.48M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-112KClosed |
$3.26M - $5.38M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-26.3KClosed |
$768K - $1.27M
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$669K - $1.1M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
SELL
|
- |
-11KClosed |
$321K - $530K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.61KClosed |
$251K - $414K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.32KClosed |
$214K - $352K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.15KClosed |
$209K - $344K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Hyman Charles D
|
SELL
|
- |
-6.67KClosed |
$195K - $321K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.53KClosed |
$191K - $314K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-6KClosed |
$175K - $289K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.31KClosed |
$155K - $256K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.93KClosed |
$144K - $237K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.84KClosed |
$141K - $233K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.74KClosed |
$139K - $228K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.63KClosed |
$135K - $223K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.6KClosed |
$134K - $221K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.81KClosed |
$111K - $183K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$58.4K - $96.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.64KClosed |
$47.8K - $78.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-560Closed |
$16.4K - $26.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-346Closed |
$10.1K - $16.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-281Closed |
$8.21K - $13.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-233Closed |
$6.81K - $11.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$4.38K - $7.22K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-414KClosed |
$18.1M - $19.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-150KClosed |
$6.55M - $7.05M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-112KClosed |
$4.9M - $5.27M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-41.4KClosed |
$1.81M - $1.95M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8.36KClosed |
$365K - $393K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-6.84KClosed |
$298K - $321K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.51KClosed |
$241K - $259K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.33KClosed |
$233K - $250K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-4.78KClosed |
$209K - $225K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-454Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-369Closed |
$16.1K - $17.3K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-217Closed |
$9.47K - $10.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-120Closed |
$5.24K - $5.64K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-105Closed |
$4.58K - $4.93K
|
0
$0
|
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61Closed |
$2.66K - $2.87K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10Closed |
$437 - $470
|
0
$0
|
|