Ep Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 44,028 shares of IWM stock, worth $9.45 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
44,028
Previous 46,746 5.81%
Holding current value
$9.45 Million
Previous $10.3 Million 5.78%
% of portfolio
0.08%
Previous 0.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$216.13 - $242.4 $587,441 - $658,843
-2,718 Reduced 5.81%
44,028 $9.73 Million
Q3 2024

Nov 14, 2024
BUY
$200.87 - $224.6 $790,222 - $883,576
3,934 Added 9.19%
46,746 $10.3 Million
Q2 2024

Aug 19, 2024
BUY
$192.84 - $209.44 $17,548 - $19,059
91 Added 0.21%
42,812 $8.69 Million
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $406,245 - $450,883
2,144 Added 5.28%
42,721 $8.98 Million
Q4 2023

Feb 28, 2024
BUY
$162.21 - $204.82 $215,414 - $272,000
1,328 Added 3.38%
40,577 $8.14 Million
Q3 2023

Nov 22, 2023
SELL
$174.36 - $198.71 $13.2 Million - $15 Million
-75,496 Reduced 65.79%
39,249 $6.94 Million
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $19.2 Million - $21.1 Million
112,390 Added 4772.4%
114,745 $21.5 Million
Q1 2023

Jun 05, 2023
SELL
$170.25 - $198.32 $3.68 Million - $4.29 Million
-21,624 Reduced 90.18%
2,355 $420,000
Q4 2022

Jun 12, 2023
BUY
$166.81 - $188.05 $4.68 Million - $5.28 Million
28,064 Added 1191.68%
30,419 $5.3 Million
Q3 2022

Dec 02, 2022
BUY
$164.17 - $201.07 $197,660 - $242,088
1,204 Added 5.29%
23,979 $3.96 Million
Q2 2022

Aug 11, 2022
BUY
$163.9 - $207.91 $645,602 - $818,957
3,939 Added 20.91%
22,775 $3.86 Million
Q1 2022

May 20, 2022
SELL
$191.52 - $225.32 $36,771 - $43,261
-192 Reduced 1.01%
18,836 $3.87 Million
Q4 2021

Feb 17, 2022
BUY
$212.12 - $242.56 $337,058 - $385,427
1,589 Added 9.11%
19,028 $4.23 Million
Q3 2021

Nov 23, 2021
SELL
$211.73 - $231.39 $1.1 Billion - $1.2 Billion
-5,195,592 Reduced 99.67%
17,439 $3.82 Million
Q3 2021

Nov 16, 2021
BUY
$211.73 - $231.39 $1.1 Billion - $1.2 Billion
5,195,309 Added 29315.59%
5,213,031 $3.82 Million
Q2 2021

Aug 24, 2021
BUY
$211.85 - $232.89 $80,079 - $88,032
378 Added 2.18%
17,722 $4.07 Million
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $208,399 - $252,470
1,077 Added 6.62%
17,344 $3.83 Million
Q4 2020

Feb 18, 2021
SELL
$152.18 - $199.14 $21,913 - $28,676
-144 Reduced 0.88%
16,267 $3.19 Million
Q3 2020

Nov 17, 2020
SELL
$139.07 - $158.46 $601,894 - $685,814
-4,328 Reduced 20.87%
16,411 $2.46 Million
Q2 2020

Aug 14, 2020
SELL
$104.62 - $153.09 $665,906 - $974,417
-6,365 Reduced 23.48%
20,739 $2.97 Million
Q1 2020

May 18, 2020
BUY
$99.9 - $169.53 $386,812 - $656,420
3,872 Added 16.67%
27,104 $3.1 Million
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $241,073 - $274,355
1,646 Added 7.63%
23,232 $3.85 Million
Q3 2019

Nov 18, 2019
BUY
$144.85 - $157.9 $1.01 Million - $1.1 Million
6,952 Added 47.51%
21,586 $3.27 Million
Q2 2019

Aug 27, 2019
SELL
$145.86 - $160.71 $17,357 - $19,124
-119 Reduced 0.81%
14,634 $2.28 Million
Q1 2019

May 20, 2019
SELL
$132.25 - $158.24 $440,260 - $526,780
-3,329 Reduced 18.41%
14,753 $2.26 Million
Q4 2018

Feb 19, 2019
BUY
$125.88 - $166.33 $1.95 Million - $2.57 Million
15,465 Added 590.94%
18,082 $2.42 Million
Q3 2018

Nov 15, 2018
BUY
$164.2 - $173.02 $40,393 - $42,562
246 Added 10.38%
2,617 $441,000
Q2 2018

Aug 14, 2018
BUY
$148.13 - $169.97 $54,511 - $62,548
368 Added 18.37%
2,371 $388,000
Q1 2018

May 15, 2018
SELL
$145.44 - $159.96 $55,412 - $60,944
-381 Reduced 15.98%
2,003 $304,000
Q4 2017

Feb 15, 2018
SELL
$145.63 - $154.3 $71,941 - $76,224
-494 Reduced 17.16%
2,384 $363,000
Q3 2017

Nov 15, 2017
BUY
$144.61 - $148.18 $57,988 - $59,420
401 Added 16.19%
2,878 $426,000
Q2 2017

Aug 17, 2017
BUY
N/A
2,477
2,477 $349,000

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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