Ep Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,775 shares of IVLU stock, worth $134,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,775
Previous 4,211 13.39%
Holding current value
$134,464
Previous $115,000 22.61%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$26.43 - $29.86 $14,906 - $16,841
564 Added 13.39%
4,775 $141,000
Q2 2024

Aug 19, 2024
BUY
$27.14 - $29.24 $14,221 - $15,321
524 Added 14.21%
4,211 $115,000
Q1 2024

May 14, 2024
BUY
$25.93 - $28.27 $95,603 - $104,231
3,687 New
3,687 $104,000

Others Institutions Holding IVLU

# of Institutions
271
Shares Held
55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

IVLU Quotes by TradingView
  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email