Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,644 shares of IWY stock, worth $354,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,433 14.72%

Holding current value

$354,479

Previous $315,000 22.54%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.72 - $244.71 $45,727 - $51,633	211 Added 14.72%	1,644 $386,000
Q3 2024 Nov 14, 2024	SELL	$194.66 - $225.97 $19,660 - $22,822	-101 Reduced 6.58%	1,433 $315,000
Q2 2024 Aug 19, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.07%	1,534 $329,000
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $1,533 - $1,771	-9 Reduced 0.58%	1,533 $299,000
Q4 2023 Feb 28, 2024	BUY	$149.01 - $175.92 $298 - $351	2 Added 0.13%	1,542 $270,000
Q3 2023 Nov 22, 2023	SELL	$152.69 - $164.44 $1.61 Million - $1.73 Million	-10,549 Reduced 87.26%	1,540 $236,000
Q2 2023 Aug 14, 2023	SELL	$136.24 - $158.56 $765,396 - $890,790	-5,618 Reduced 31.73%	12,089 $1.92 Million
Q1 2023 Jun 05, 2023	BUY	$117.74 - $138.93 $2.08 Million - $2.46 Million	17,707 New	17,707 $2.46 Million

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

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.

Account

Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History