Ep Wealth Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,005 shares of IWX stock, worth $1.52 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,005Holding current value
$1.52 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
239Shares Held
45.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.1MShares$1.08 Billion2.62% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$724 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$557 Million2.3% of portfolio
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First Citizens Bank & Trust CO5.91MShares$527 Million9.29% of portfolio
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Ae Wealth Management LLC1.05MShares$93.5 Million0.68% of portfolio