Ep Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 67,269 shares of IWN stock, worth $9.42 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
67,269
Previous 67,383
0.17%
Holding current value
$9.42 Million
Previous $11.2 Million
1.75%
% of portfolio
0.09%
Previous 0.1%
Shares
32 transactions
Others Institutions Holding IWN
# of Institutions
1,140Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$941 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$768 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$383 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$382 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$350 Million1.27% of portfolio