Purchases and Sales Made in Q2 2022 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94+ 0.87% |
$3.81K - $4.72K
|
10.8K
$509K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66New |
$2.68K - $3.32K
|
66
$3.1K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
56+ 2.44% |
$2.27K - $2.81K
|
2.35K
$110K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48New |
$1.95K - $2.41K
|
48
$2.26K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
44New |
$1.78K - $2.21K
|
44
$2.07K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 70.69% |
$1.66K - $2.06K
|
99
$4.65K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22New |
$892 - $1.11K
|
22
$1.03K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.33% |
$770 - $955
|
5.81K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
19New |
$770 - $955
|
19
$893
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$608 - $754
|
15
$705
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 3.04% |
$527 - $653
|
440
$20.7K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10New |
$405 - $502
|
10
$470
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 2.9% |
$365 - $452
|
319
$15K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$203 - $251
|
3.05K
$143K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 2.56% |
$203 - $251
|
200
$9.4K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$122 - $151
|
8.16K
$383K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 0.32% |
$40.5 - $50.2
|
309
$14.5K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.12% |
$932 - $1.16K
|
19.9K
$936K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26- 4.94% |
$1.05K - $1.31K
|
500
$23.5K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-26- 4.94% |
$1.05K - $1.31K
|
500
$23.5K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26- 0.07% |
$1.05K - $1.31K
|
39.9K
$1.88M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37Closed |
$1.5K - $1.86K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-58Closed |
$2.35K - $2.91K
|
0
$0
|
|
Mar 23, 2023
Q2 2022
|
Metlife Inc
New York, NY |
SELL
|
- |
-64- 0.5% |
$2.59K - $3.22K
|
12.8K
$600K
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-64- 0.5% |
$2.59K - $3.22K
|
12.8K
$600K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-75Closed |
$3.04K - $3.77K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86- 0.11% |
$3.49K - $4.32K
|
78K
$3.67M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 68.97% |
$4.05K - $5.02K
|
45
$2.12K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-108- 0.43% |
$4.38K - $5.43K
|
24.7K
$1.16M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-146Closed |
$5.92K - $7.34K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 1.11% |
$6.69K - $8.29K
|
14.7K
$691K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-199- 0.92% |
$8.07K - $10K
|
21.5K
$1.01M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-210Closed |
$8.51K - $10.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-252Closed |
$10.2K - $12.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 27.27% |
$12.2K - $15.1K
|
800
$37.6K
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-300- 2.05% |
$12.2K - $15.1K
|
14.3K
$674K
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-350Closed |
$14.2K - $17.6K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-374Closed |
$15.2K - $18.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-471- 5.7% |
$19.1K - $23.7K
|
7.79K
$366K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-491- 3.46% |
$19.9K - $24.7K
|
13.7K
$645K
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 1.56% |
$20.3K - $25.1K
|
31.5K
$1.48M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-593- 5.3% |
$24K - $29.8K
|
10.6K
$498K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-625- 2.64% |
$25.3K - $31.4K
|
23.1K
$1.08M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-740- 7.95% |
$30K - $37.2K
|
8.56K
$403K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-760- 2.57% |
$30.8K - $38.2K
|
28.8K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-823- 4.34% |
$33.4K - $41.3K
|
18.1K
$852K
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-841- 3.94% |
$34.1K - $42.3K
|
20.5K
$965K
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
SELL
|
- |
-993- 1.33% |
$40.3K - $49.9K
|
73.6K
$3.46M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 2.65% |
$41.1K - $50.9K
|
37.3K
$1.75M
|