Purchases and Sales Made in Q3 2022 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
371K+ 4.11% |
$13.9M - $16.4M
|
9.4M
$444M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
292K+ 109.13% |
$11M - $12.9M
|
560K
$26.4M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
275K+ 114.9% |
$10.3M - $12.2M
|
515K
$24.3M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
194K+ 2.65% |
$7.28M - $8.6M
|
7.53M
$355M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
194K+ 2.65% |
$7.28M - $8.6M
|
7.53M
$355M
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
63.6K+ 286.69% |
$2.39M - $2.82M
|
85.8K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
59.1K+ 895.45% |
$2.22M - $2.62M
|
65.7K
$3.1M
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
32.6K+ 1.69% |
$1.22M - $1.45M
|
1.97M
$92.8M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.7K+ 1.23% |
$1.04M - $1.23M
|
2.28M
$108M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.1K+ 8.1% |
$903K - $1.07M
|
321K
$15.2M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.8K+ 2.69% |
$629K - $743K
|
639K
$30.2M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 3.4% |
$566K - $669K
|
459K
$21.7M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.4K+ 1925.6% |
$542K - $640K
|
15.2K
$717K
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
13.2K+ 17.03% |
$497K - $587K
|
90.9K
$4.29M
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
12.9K+ 17.59% |
$485K - $574K
|
86.5K
$4.08M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
8.57K+ 187.09% |
$321K - $380K
|
13.1K
$620K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.02KNew |
$263K - $311K
|
7.02K
$331K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
5.87KNew |
$220K - $260K
|
5.87K
$277K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.65KNew |
$175K - $206K
|
4.65K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 5.32% |
$141K - $167K
|
74.4K
$3.51M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 29.63% |
$122K - $145K
|
14.3K
$673K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.13K+ 11.34% |
$117K - $139K
|
30.7K
$1.45M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
3.03KNew |
$114K - $134K
|
3.03K
$143K
|
|
Nov 01, 2022
Q3 2022
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.15K+ 23.32% |
$80.7K - $95.3K
|
11.4K
$537K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.09K+ 568.21% |
$78.5K - $92.7K
|
2.46K
$116K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.58K+ 158400.0% |
$59.4K - $70.2K
|
1.59K
$74.8K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.58KNew |
$59.2K - $69.9K
|
1.58K
$74.4K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.41K+ 3.54% |
$53K - $62.6K
|
41.3K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 5131.82% |
$42.4K - $50K
|
1.15K
$54.3K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
856+ 1.83% |
$32.1K - $37.9K
|
47.6K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
701+ 1.71% |
$26.3K - $31.1K
|
41.7K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
686+ 1.05% |
$25.7K - $30.4K
|
66.2K
$3.13M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
570+ 147.67% |
$21.4K - $25.3K
|
956
$45.1K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
344New |
$12.9K - $15.2K
|
344
$16.2K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
267+ 1.34% |
$10K - $11.8K
|
20.2K
$952K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191+ 59.13% |
$7.17K - $8.47K
|
514
$24.3K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160+ 0.83% |
$6K - $7.09K
|
19.5K
$920K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
140New |
$5.25K - $6.21K
|
140
$6.61K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.3K - $3.9K
|
88
$4.15K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
73New |
$2.74K - $3.24K
|
73
$3.45K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 331.58% |
$2.36K - $2.79K
|
82
$3.87K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56+ 0.52% |
$2.1K - $2.48K
|
10.9K
$514K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 92.59% |
$938 - $1.11K
|
52
$2.45K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$675 - $798
|
18
$850
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$37.5 - $44.3
|
3.07K
$145K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-10Closed |
$375 - $443
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-23- 0.53% |
$863 - $1.02K
|
4.31K
$203K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-34- 31.19% |
$1.28K - $1.51K
|
75
$3.54K
|