Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,248 shares of INTF stock, worth $267,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,248
Previous 7,247 0.01%
Holding current value
$267,088
Previous $223,000 11.21%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$27.6 - $34.51 $27 - $34
1 Added 0.01%
7,248 $248,000
Q1 2025

May 15, 2025
SELL
$28.43 - $31.96 $25,331 - $28,476
-891 Reduced 10.95%
7,247 $223,000
Q4 2024

Feb 13, 2025
BUY
$28.54 - $31.26 $29,453 - $32,260
1,032 Added 14.52%
8,138 $233,000
Q3 2024

Nov 14, 2024
BUY
$28.08 - $31.79 $14,938 - $16,912
532 Added 8.09%
7,106 $223,000
Q2 2024

Aug 19, 2024
SELL
$28.57 - $30.77 $86,024 - $92,648
-3,011 Reduced 31.41%
6,574 $192,000
Q1 2024

May 14, 2024
SELL
$27.37 - $29.88 $10,564 - $11,533
-386 Reduced 3.87%
9,585 $286,000
Q4 2023

Feb 28, 2024
BUY
$24.65 - $28.04 $245,785 - $279,586
9,971 New
9,971 $279,000

Others Institutions Holding INTF

# of Institutions
189
Shares Held
74.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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