Ep Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 41,698 shares of IVE stock, worth $7.87 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
41,698
Previous 40,055
4.1%
Holding current value
$7.87 Million
Previous $7.9 Million
0.79%
% of portfolio
0.07%
Previous 0.07%
Shares
31 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio