Ep Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,427 shares of EUSA stock, worth $450,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,427
Previous 4,642 4.63%
Holding current value
$450,004
Previous $434,000 0.92%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$82.93 - $99.12 $17,829 - $21,310
-215 Reduced 4.63%
4,427 $438,000
Q1 2025

May 15, 2025
BUY
$91.45 - $100.11 $3,840 - $4,204
42 Added 0.91%
4,642 $434,000
Q3 2024

Nov 14, 2024
SELL
$86.85 - $95.74 $2,605 - $2,872
-30 Reduced 0.65%
4,600 $440,000
Q2 2024

Aug 19, 2024
BUY
$85.34 - $90.41 $72,539 - $76,848
850 Added 22.49%
4,630 $408,000
Q1 2024

May 14, 2024
BUY
$82.14 - $90.99 $310,489 - $343,942
3,780 New
3,780 $343,000

Others Institutions Holding EUSA

# of Institutions
158
Shares Held
8.94M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA EQUAL WEIGHTE

EUSA Quotes by TradingView
  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
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