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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 1,433 shares of IWY stock, worth $339,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,433
Previous 1,534 6.58%
Holding current value
$339,635
Previous $329,000 4.26%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
581
Shares Held
52.8M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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