Ep Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 45,948 shares of IJS stock, worth $4.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
45,948
Previous 36,676
25.28%
Holding current value
$4.52 Million
Previous $3.95 Million
26.39%
% of portfolio
0.04%
Previous 0.04%
Shares
26 transactions
Others Institutions Holding IJS
# of Institutions
907Shares Held
45.2MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$349 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$345 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$281 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$147 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$136 Million0.03% of portfolio