A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core Msci Intl Develop stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,925 shares of IDEV stock, worth $915,865. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,925
Previous 17,248 25.06%
Holding current value
$915,865
Previous $1.22 Million 31.78%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$64.18 - $70.42 $277,450 - $304,425
-4,323 Reduced 25.06%
12,925 $833,000
Q3 2024

Nov 14, 2024

BUY
$63.46 - $71.43 $533,635 - $600,654
8,409 Added 95.14%
17,248 $1.22 Million
Q2 2024

Aug 19, 2024

BUY
$64.09 - $68.74 $170,351 - $182,710
2,658 Added 43.0%
8,839 $580,000
Q1 2024

May 14, 2024

BUY
$61.63 - $67.27 $17,934 - $19,575
291 Added 4.94%
6,181 $414,000
Q4 2023

Feb 28, 2024

BUY
$55.44 - $63.79 $326,541 - $375,723
5,890 New
5,890 $374,000
Q1 2023

Jun 05, 2023

BUY
$56.33 - $61.44 $2.19 Million - $2.39 Million
38,886 New
38,886 $2.35 Million

Others Institutions Holding IDEV

About ISHARES CORE MSCI INTL DEVELOP


  • Ticker IDEV
  • Sector ETFs
  • Industry ETFs
More about IDEV
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.