Purchases and Sales Made in Q4 2023 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
187New |
$7.14K - $8.15K
|
187
$8.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 3.33% |
$6.72K - $7.67K
|
5.46K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
121+ 47.64% |
$4.62K - $5.27K
|
375
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65New |
$2.48K - $2.83K
|
65
$2.94K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$1.91K - $2.18K
|
50
$2.26K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$1.79K - $2.05K
|
47
$2.12K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$840 - $958
|
22
$994
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 5.18% |
$763 - $871
|
406
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$763 - $871
|
20
$903
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$763 - $871
|
20
$903
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19+ 100.0% |
$725 - $828
|
38
$1.72K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16New |
$611 - $697
|
16
$723
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 2.19% |
$382 - $436
|
466
$21K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 2.58% |
$153 - $174
|
159
$7.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.92% |
$153 - $174
|
212
$9.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$76.3 - $87.1
|
252
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$38.2 - $43.6
|
2.47K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.17% |
$38.2 - $43.6
|
574
$25.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19- 0.02% |
$725 - $828
|
81.5K
$3.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-22- 6.11% |
$840 - $958
|
338
$15.3K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-50- 22.22% |
$1.91K - $2.18K
|
175
$7.9K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-83- 0.57% |
$3.17K - $3.62K
|
14.4K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-119- 3.12% |
$4.54K - $5.18K
|
3.69K
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-150- 7.93% |
$5.72K - $6.53K
|
1.74K
$78.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-157- 11.71% |
$5.99K - $6.84K
|
1.18K
$53.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-237- 0.57% |
$9.04K - $10.3K
|
41K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-251- 2.35% |
$9.58K - $10.9K
|
10.4K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 3.8% |
$11.4K - $13.1K
|
7.59K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-360- 80.0% |
$13.7K - $15.7K
|
90
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-365- 6.91% |
$13.9K - $15.9K
|
4.92K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-530- 32.52% |
$20.2K - $23.1K
|
1.1K
$49.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-545- 9.61% |
$20.8K - $23.7K
|
5.13K
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-770- 1.71% |
$29.4K - $33.5K
|
44.3K
$2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-860- 7.95% |
$32.8K - $37.5K
|
9.95K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-927- 11.52% |
$35.4K - $40.4K
|
7.12K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 97.57% |
$47.5K - $54.2K
|
31
$1.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 5.32% |
$49.1K - $56.1K
|
22.9K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.32K- 1.9% |
$50.5K - $57.6K
|
68.4K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.37K- 0.72% |
$52.4K - $59.9K
|
189K
$8.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.38K- 24.73% |
$52.7K - $60.1K
|
4.2K
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.71K- 25.77% |
$65.2K - $74.4K
|
4.92K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.98K- 11.59% |
$75.6K - $86.3K
|
15.1K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.03K- 20.32% |
$77.5K - $88.5K
|
7.97K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.03K- 55.65% |
$77.6K - $88.6K
|
1.62K
$73.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 12.76% |
$83.4K - $95.2K
|
14.9K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.49K- 69.19% |
$95K - $108K
|
1.11K
$50.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 30.96% |
$104K - $119K
|
6.08K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.82K- 4.56% |
$107K - $123K
|
59K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.92K- 3.28% |
$112K - $127K
|
86.3K
$3.9M
|