Ep Wealth Advisors, LLC Ishares Biotechnology ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,637 shares of IBB stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,637
Previous 8,942 25.78%
Holding current value
$1.09 Million
Previous $1.14 Million 26.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$112.02 - $129.0 $258,206 - $297,345
-2,305 Reduced 25.78%
6,637 $839,000
Q1 2025

May 15, 2025
SELL
$127.9 - $140.56 $4,988 - $5,481
-39 Reduced 0.43%
8,942 $1.14 Million
Q4 2024

Feb 13, 2025
SELL
$131.21 - $148.85 $91,322 - $103,599
-696 Reduced 7.19%
8,981 $1.19 Million
Q3 2024

Nov 14, 2024
BUY
$135.09 - $149.47 $96,319 - $106,572
713 Added 7.95%
9,677 $1.41 Million
Q2 2024

Aug 19, 2024
SELL
$124.64 - $139.96 $119,280 - $133,941
-957 Reduced 9.65%
8,964 $1.23 Million
Q1 2024

May 14, 2024
BUY
$132.3 - $140.89 $81,893 - $87,210
619 Added 6.65%
9,921 $1.36 Million
Q4 2023

Feb 28, 2024
BUY
$112.41 - $137.03 $61,937 - $75,503
551 Added 6.3%
9,302 $1.26 Million
Q3 2023

Nov 22, 2023
SELL
$122.27 - $131.47 $8.2 Million - $8.82 Million
-67,069 Reduced 88.46%
8,751 $1.07 Million
Q2 2023

Aug 14, 2023
BUY
$125.53 - $133.58 $1.12 Million - $1.19 Million
8,892 Added 13.29%
75,820 $9.63 Million
Q1 2023

Jun 05, 2023
BUY
$121.97 - $137.23 $8.16 Million - $9.18 Million
66,928 New
66,928 $8.64 Million
Q4 2022

Jun 12, 2023
SELL
$117.58 - $138.43 $7.48 Million - $8.8 Million
-63,578 Reduced 94.99%
3,350 $439,000
Q2 2022

Aug 11, 2022
BUY
$105.82 - $134.76 $108,782 - $138,533
1,028 New
1,028 $121,000
Q3 2021

Nov 16, 2021
SELL
$158.89 - $176.21 $559,769 - $620,787
-3,523 Closed
0 $0
Q2 2021

Aug 24, 2021
BUY
$146.13 - $163.65 $514,815 - $576,538
3,523 New
3,523 $577,000
Q1 2019

May 20, 2019
SELL
N/A
-2,595 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
2,595 New
2,595 $250,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,080 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,080 New
2,080 $222,000
Q3 2017

Nov 15, 2017
SELL
N/A
-755 Closed
0 $0
Q2 2017

Aug 17, 2017
BUY
N/A
755
755 $234,000

Others Institutions Holding IBB

# of Institutions
964
Shares Held
31.7M
Call Options Held
3.52M
Put Options Held
2.74M
View Full List

About ISHARES BIOTECHNOLOGY ETF

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