Purchases and Sales Made in Q1 2022 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145New |
$6.52K - $7.24K
|
145
$6.84K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
120+ 0.62% |
$5.4K - $5.99K
|
19.5K
$919K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$5.4K - $5.99K
|
120
$5.66K
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
90+ 34.62% |
$4.05K - $4.5K
|
350
$16.5K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
86+ 0.46% |
$3.87K - $4.3K
|
18.9K
$894K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
82New |
$3.69K - $4.1K
|
82
$3.87K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$3.37K - $3.75K
|
75
$3.54K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
64New |
$2.88K - $3.2K
|
64
$3.02K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
59+ 0.24% |
$2.65K - $2.95K
|
24.8K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
58New |
$2.61K - $2.9K
|
58
$2.74K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
52New |
$2.34K - $2.6K
|
52
$2.45K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.16K - $2.4K
|
48
$2.27K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
26+ 5.2% |
$1.17K - $1.3K
|
526
$24.8K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
26+ 5.2% |
$1.17K - $1.3K
|
526
$24.8K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
24+ 0.21% |
$1.08K - $1.2K
|
11.3K
$535K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$764 - $849
|
17
$802
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.53% |
$540 - $599
|
2.29K
$108K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.65% |
$89.9 - $99.9
|
310
$14.6K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.47% |
$89.9 - $99.9
|
427
$20.2K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.52% |
$45 - $50
|
195
$9.2K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- -0.0% |
$45 - $50
|
31.5K
$1.49M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7- 0.15% |
$315 - $350
|
4.81K
$227K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-10- 2.53% |
$450 - $500
|
386
$18.2K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13- 0.06% |
$584 - $649
|
23.1K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-43Closed |
$1.93K - $2.15K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49Closed |
$2.2K - $2.45K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-59- 28.78% |
$2.65K - $2.95K
|
146
$6.89K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-60- 22.22% |
$2.7K - $3K
|
210
$9.91K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-61- 6.26% |
$2.74K - $3.05K
|
914
$43.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 80.0% |
$4.5K - $5K
|
25
$1.18K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-127Closed |
$5.71K - $6.34K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-127- 0.89% |
$5.71K - $6.34K
|
14.2K
$671K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-127Closed |
$5.71K - $6.34K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-128- 25.81% |
$5.75K - $6.39K
|
368
$17.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-132- 4.16% |
$5.93K - $6.59K
|
3.04K
$144K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-135Closed |
$6.07K - $6.74K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-155- 2.61% |
$6.97K - $7.74K
|
5.79K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-171- 2.87% |
$7.69K - $8.54K
|
5.79K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-180- 0.43% |
$8.09K - $8.99K
|
41.2K
$1.95M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 15.38% |
$8.99K - $9.99K
|
1.1K
$51.9K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-221Closed |
$9.94K - $11K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-229- 2.06% |
$10.3K - $11.4K
|
10.9K
$514K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-244- 12.9% |
$11K - $12.2K
|
1.65K
$77.8K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-262Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-269Closed |
$12.1K - $13.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-306- 21.66% |
$13.8K - $15.3K
|
1.11K
$52.3K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-333Closed |
$15K - $16.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-361- 3.29% |
$16.2K - $18K
|
10.6K
$500K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-472- 1.18% |
$21.2K - $23.6K
|
39.6K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-485- 4.83% |
$21.8K - $24.2K
|
9.55K
$451K
|