Purchases and Sales Made in Q1 2025 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
358K+ 1107.88% |
$15.5M - $16.7M
|
391K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
73.6K+ 1118.26% |
$3.18M - $3.43M
|
80.2K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
9.37KNew |
$405K - $436K
|
9.37K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.44K+ 120.01% |
$365K - $393K
|
15.5K
$708K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 1466.1% |
$187K - $201K
|
4.62K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 106566.67% |
$138K - $149K
|
3.2K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.57KNew |
$111K - $119K
|
2.57K
$117K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.17K+ 32.74% |
$50.5K - $54.3K
|
4.73K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
830+ 16.69% |
$35.9K - $38.6K
|
5.8K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
497+ 9.36% |
$21.5K - $23.1K
|
5.81K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
343+ 0.89% |
$14.8K - $16K
|
38.9K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
293New |
$12.7K - $13.6K
|
293
$13.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
290+ 5.52% |
$12.5K - $13.5K
|
5.54K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
50New |
$2.16K - $2.33K
|
50
$2.29K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9- 47.37% |
$389 - $419
|
10
$458
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-34- 0.24% |
$1.47K - $1.58K
|
13.9K
$638K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-52- 0.45% |
$2.25K - $2.42K
|
11.5K
$525K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-89- 29.67% |
$3.85K - $4.14K
|
211
$9.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-131- 43.23% |
$5.66K - $6.1K
|
172
$7.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 5.57% |
$10.6K - $11.4K
|
4.14K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-310- 0.73% |
$13.4K - $14.4K
|
42K
$1.92M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-443- 2.7% |
$19.2K - $20.6K
|
16K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-775- 4.67% |
$33.5K - $36.1K
|
15.8K
$723K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 3.84% |
$44.6K - $48K
|
25.8K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.4K- 12.28% |
$60.5K - $65.2K
|
10K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.43K- 3.43% |
$61.7K - $66.4K
|
40.1K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.12K- 2.18% |
$91.8K - $98.9K
|
95.4K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.48K- 29.44% |
$107K - $116K
|
5.95K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.46K- 35.97% |
$149K - $161K
|
6.15K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.03K- 37.14% |
$174K - $187K
|
6.82K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.5K- 0.7% |
$453K - $488K
|
1.48M
$67.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 35.76% |
$1.74M - $1.87M
|
72.3K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-43.4K- 61.4% |
$1.88M - $2.02M
|
27.3K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-95.6K- 72.33% |
$4.13M - $4.45M
|
36.6K
$1.67M
|