Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,220 shares of IHE stock, worth $150,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,220

Holding current value

$150,960

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$65.61 - $72.86 $145,654 - $161,749	2,220 New	2,220 $156,000

Others Institutions Holding IHE

# of Institutions

151

Shares Held

5.39M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$228 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.4 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$14 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.5 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.42 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

Track This Portfolio

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.

Account