Purchases and Sales Made in Q2 2024 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83+ 39.9% |
$3.36K - $3.76K
|
291
$13.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
68+ 16.19% |
$2.76K - $3.08K
|
488
$22.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 1.63% |
$851 - $950
|
1.31K
$59.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 7.36% |
$770 - $860
|
277
$12.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18New |
$730 - $815
|
18
$818
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.72% |
$324 - $362
|
474
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 100.0% |
$203 - $226
|
10
$455
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 1.48% |
$203 - $226
|
343
$15.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.11% |
$162 - $181
|
3.81K
$173K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 1.26% |
$81.1 - $90.5
|
161
$7.32K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.61% |
$730 - $815
|
1.1K
$50K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30- 1.72% |
$1.22K - $1.36K
|
1.71K
$77.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-78- 0.41% |
$3.16K - $3.53K
|
18.8K
$856K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-87- 41.63% |
$3.53K - $3.94K
|
122
$5.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-145- 22.94% |
$5.88K - $6.56K
|
487
$22.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-176- 2.92% |
$7.14K - $7.97K
|
5.85K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-178- 0.85% |
$7.22K - $8.06K
|
20.8K
$945K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-188- 1.24% |
$7.62K - $8.51K
|
14.9K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-208- 2.04% |
$8.43K - $9.41K
|
9.99K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-246- 19.66% |
$9.97K - $11.1K
|
1.01K
$45.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-309- 2.16% |
$12.5K - $14K
|
14K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-376- 10.21% |
$15.2K - $17K
|
3.31K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-403- 11.87% |
$16.3K - $18.2K
|
2.99K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-473- 4.08% |
$19.2K - $21.4K
|
11.1K
$506K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-548- 9.6% |
$22.2K - $24.8K
|
5.16K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-629- 6.62% |
$25.5K - $28.5K
|
8.87K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-689- 12.94% |
$27.9K - $31.2K
|
4.64K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-738- 0.7% |
$29.9K - $33.4K
|
104K
$4.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-750- 43.35% |
$30.4K - $33.9K
|
980
$44.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.24K- 7.27% |
$50.3K - $56.1K
|
15.8K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.59K- 33.62% |
$64.3K - $71.8K
|
3.13K
$142K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.64K- 20.62% |
$66.6K - $74.4K
|
6.33K
$288K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.81K- 4.03% |
$73.5K - $82.1K
|
43.1K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.02K- 2.46% |
$82K - $91.6K
|
80.1K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.9K- 0.8% |
$118K - $131K
|
357K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 96.04% |
$123K - $137K
|
125
$5.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 3.17% |
$135K - $151K
|
102K
$4.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-3.35K- 14.2% |
$136K - $151K
|
20.2K
$919K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.5K- 6.09% |
$142K - $158K
|
54K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 12.69% |
$149K - $167K
|
25.3K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.2K- 31.04% |
$170K - $190K
|
9.33K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.65K- 8.03% |
$189K - $211K
|
53.3K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-5.29K- 10.95% |
$215K - $240K
|
43.1K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.35K- 3.96% |
$217K - $242K
|
130K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.06K- 9.57% |
$246K - $274K
|
57.2K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.14K- 18.16% |
$290K - $323K
|
32.2K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-7.49K- 9.38% |
$304K - $339K
|
72.3K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.51K- 45.52% |
$386K - $431K
|
11.4K
$518K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.1K- 0.54% |
$409K - $457K
|
1.87M
$84.8M
|