Ep Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,936 shares of ILCV stock, worth $270,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,936

Holding current value

$270,170

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$72.16 - $83.39 $211,861 - $244,833	2,936 New	2,936 $244,000

Others Institutions Holding ILCV

# of Institutions

190

Shares Held

9.48M

Call Options Held

117K

Put Options Held

Bank Of America Corp Charlotte, NC

826K
Shares

$76 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

729K
Shares

$67 Million
0.51% of portfolio
Steele Capital Management, Inc. Dubuque, IA

663K
Shares

$61 Million
2.65% of portfolio
Matrix Trust CO

661K
Shares

$60.8 Million
9.32% of portfolio
Ubs Group Ag

536K
Shares

$49.3 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

More about ILCV

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

Ep Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History