Ep Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,803 shares of IGV stock, worth $912,757. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,803
Previous 10,739 8.72%
Holding current value
$912,757
Previous $959,000 2.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
SELL
$87.5 - $110.17 $81,900 - $103,119
-936 Reduced 8.72%
9,803 $981,000
Q3 2024

Nov 14, 2024
BUY
$77.94 - $89.37 $300,770 - $344,878
3,859 Added 56.09%
10,739 $959,000
Q2 2024

Aug 19, 2024
SELL
$77.36 - $86.9 $20,113 - $22,594
-260 Reduced 3.64%
6,880 $597,000
Q1 2024

May 14, 2024
BUY
$83.56 - $442.01 $445,291 - $2.36 Million
5,329 Added 294.26%
7,140 $608,000
Q4 2023

Feb 28, 2024
SELL
$329.19 - $408.79 $128,054 - $159,019
-389 Reduced 17.68%
1,811 $734,000
Q3 2023

Nov 22, 2023
SELL
$334.35 - $367.01 $4.54 Million - $4.99 Million
-13,592 Reduced 86.07%
2,200 $750,000
Q2 2023

Aug 14, 2023
SELL
$287.57 - $349.4 $691 Million - $840 Million
-2,403,513 Reduced 99.35%
15,792 $5.46 Million
Q1 2023

Jun 05, 2023
BUY
$249.85 - $304.7 $604 Million - $737 Million
2,419,305 New
2,419,305 $737 Million
Q4 2022

Jun 12, 2023
SELL
$48.41 - $274.91 $117 Million - $665 Million
-2,417,277 Reduced 99.92%
2,028 $518,000
Q2 2022

Aug 11, 2022
SELL
$257.24 - $353.96 $61,480 - $84,596
-239 Reduced 11.57%
1,826 $492,000
Q1 2022

May 20, 2022
SELL
$302.28 - $393.09 $39,296 - $51,101
-130 Reduced 5.92%
2,065 $712,000
Q4 2021

Feb 17, 2022
BUY
$384.52 - $446.52 $3,460 - $4,018
9 Added 0.41%
2,195 $873,000
Q3 2021

Nov 23, 2021
SELL
$386.87 - $428.17 $215,873 - $238,918
-558 Reduced 20.34%
2,186 $873,000
Q3 2021

Nov 16, 2021
BUY
$386.87 - $428.17 $88,206 - $97,622
228 Added 9.06%
2,744 $873,000
Q2 2021

Aug 24, 2021
SELL
$333.59 - $395.13 $53,374 - $63,220
-160 Reduced 5.98%
2,516 $981,000
Q1 2021

May 17, 2021
SELL
$326.82 - $385.88 $213,086 - $251,593
-652 Reduced 19.59%
2,676 $914,000
Q4 2020

Feb 18, 2021
SELL
$302.67 - $365.08 $136,504 - $164,651
-451 Reduced 11.93%
3,328 $1.18 Million
Q3 2020

Nov 17, 2020
SELL
$283.85 - $334.52 $48,254 - $56,868
-170 Reduced 4.3%
3,779 $1.18 Million
Q2 2020

Aug 14, 2020
SELL
$197.94 - $284.25 $117,378 - $168,560
-593 Reduced 13.06%
3,949 $1.12 Million
Q1 2020

May 18, 2020
SELL
$185.88 - $266.67 $111,528 - $160,002
-600 Reduced 11.67%
4,542 $955,000
Q4 2019

Feb 14, 2020
SELL
$205.25 - $235.04 $98,520 - $112,819
-480 Reduced 8.54%
5,142 $1.2 Million
Q3 2019

Nov 18, 2019
SELL
$209.16 - $230.04 $107,508 - $118,240
-514 Reduced 8.38%
5,622 $1.19 Million
Q2 2019

Aug 27, 2019
SELL
$199.4 - $222.26 $40,478 - $45,118
-203 Reduced 3.2%
6,136 $1.34 Million
Q1 2019

May 20, 2019
SELL
$167.19 - $214.66 $53,667 - $68,905
-321 Reduced 4.82%
6,339 $1.34 Million
Q4 2018

Feb 19, 2019
SELL
$159.19 - $204.44 $2,387 - $3,066
-15 Reduced 0.22%
6,660 $1.16 Million
Q3 2018

Nov 15, 2018
SELL
$184.64 - $205.52 $18,279 - $20,346
-99 Reduced 1.46%
6,675 $1.37 Million
Q2 2018

Aug 14, 2018
SELL
$165.85 - $193.0 $13,931 - $16,212
-84 Reduced 1.22%
6,774 $1.24 Million
Q1 2018

May 15, 2018
SELL
$155.97 - $182.28 $366,997 - $428,904
-2,353 Reduced 25.55%
6,858 $1.16 Million
Q4 2017

Feb 15, 2018
SELL
$146.47 - $159.82 $319,011 - $348,087
-2,178 Reduced 19.12%
9,211 $1.42 Million
Q3 2017

Nov 15, 2017
SELL
$143.47 - $146.26 $655,944 - $668,700
-4,572 Reduced 28.64%
11,389 $1.67 Million
Q2 2017

Aug 17, 2017
BUY
N/A
15,961
15,961 $2.18 Million

Others Institutions Holding IGV

# of Institutions
703
Shares Held
55.3M
Call Options Held
8.71M
Put Options Held
3.48M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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