Purchases and Sales Made in Q2 2025 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.35K - $5.58K
|
112
$5.87K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80New |
$3.11K - $3.99K
|
80
$4.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$2.1K - $2.69K
|
54
$2.83K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
53+ 1.64% |
$2.06K - $2.64K
|
3.28K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
43New |
$1.67K - $2.14K
|
43
$2.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$1.05K - $1.35K
|
27
$1.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
24+ 0.3% |
$932 - $1.2K
|
8.08K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
21New |
$816 - $1.05K
|
21
$1.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 56.25% |
$699 - $897
|
50
$2.62K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.86% |
$350 - $448
|
493
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3- 0.02% |
$117 - $149
|
13.9K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-41- 0.05% |
$1.59K - $2.04K
|
86.5K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-43- 0.49% |
$1.67K - $2.14K
|
8.8K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51- 8.33% |
$1.98K - $2.54K
|
561
$29.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-76- 1.12% |
$2.95K - $3.79K
|
6.74K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-92- 1.23% |
$3.57K - $4.58K
|
7.37K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.16% |
$3.89K - $4.98K
|
4.52K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-124- 7.72% |
$4.82K - $6.18K
|
1.48K
$77.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-139- 0.17% |
$5.4K - $6.93K
|
79.5K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-162- 94.19% |
$6.29K - $8.07K
|
10
$524
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-175- 3.11% |
$6.8K - $8.72K
|
5.45K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-176- 1.96% |
$6.84K - $8.77K
|
8.8K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-225- 71.43% |
$8.74K - $11.2K
|
90
$4.71K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-290- 5.23% |
$11.3K - $14.5K
|
5.25K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-435- 5.75% |
$16.9K - $21.7K
|
7.13K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-440- 8.49% |
$17.1K - $21.9K
|
4.74K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-503- 1.84% |
$19.5K - $25.1K
|
26.8K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-510- 8.7% |
$19.8K - $25.4K
|
5.36K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-510- 10.2% |
$19.8K - $25.4K
|
4.49K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-539- 1.34% |
$20.9K - $26.9K
|
39.6K
$2.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-638- 4.0% |
$24.8K - $31.8K
|
15.3K
$802K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-656- 5.61% |
$25.5K - $32.7K
|
11K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-900- 10.93% |
$35K - $44.8K
|
7.33K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.22K- 7.72% |
$47.4K - $60.8K
|
14.6K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.3K- 8.11% |
$50.6K - $64.9K
|
14.8K
$773K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.38K- 2.87% |
$53.4K - $68.5K
|
46.6K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 50.0% |
$62.2K - $79.7K
|
1.6K
$83.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.67K- 35.3% |
$64.9K - $83.2K
|
3.06K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.77K- 10.15% |
$68.8K - $88.2K
|
15.7K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 1.86% |
$74.9K - $96K
|
101K
$5.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.25K- 3.12% |
$87.5K - $112K
|
70K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.44K- 13.17% |
$94.9K - $122K
|
16.1K
$843K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.03K- 1.57% |
$118K - $151K
|
190K
$9.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 10.61% |
$141K - $180K
|
30.5K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.8K- 3.34% |
$147K - $189K
|
110K
$5.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4K- 8.08% |
$155K - $199K
|
45.5K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.64K- 4.86% |
$180K - $231K
|
90.7K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.05K- 55.8% |
$196K - $252K
|
4K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 39.92% |
$231K - $296K
|
8.94K
$468K
|