Ep Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 184,040 shares of IWF stock, worth $67.9 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
184,040
Previous 218,669
15.84%
Holding current value
$67.9 Million
Previous $82.1 Million
9.96%
% of portfolio
0.63%
Previous 0.73%
Shares
32 transactions
Others Institutions Holding IWF
# of Institutions
2,459Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11.3 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.88 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.55 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.63 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.29 Billion0.47% of portfolio