Ep Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 89,735 shares of IWM stock, worth $21.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

89,735

Previous 45,887 95.56%

Holding current value

$21.3 Million

Previous $9.15 Million 111.55%

% of portfolio

0.13%

Previous 0.08%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$174.82 - $215.79 $7.67 Million - $9.46 Million	43,848 Added 95.56%	89,735 $19.4 Million
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $368,267 - $427,179	1,859 Added 4.22%	45,887 $9.15 Million
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

3,031

Shares Held

284M

Call Options Held

196M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History