Ep Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,369 shares of IYC stock, worth $472,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,369
Previous 4,188
28.2%
Holding current value
$472,042
Previous $368,000
40.22%
% of portfolio
0.0%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding IYC
# of Institutions
271Shares Held
9.69MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.2MShares$105 Million0.12% of portfolio
-
Morgan Stanley New York, NY896KShares$78.8 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ833KShares$73.3 Million1.58% of portfolio
-
Hsbc Holdings PLC London, X0692KShares$60.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC677KShares$59.5 Million0.01% of portfolio
About ISHARES U.S. CONSUMER DISCRETI
- Ticker IYC
- Sector ETFs
- Industry Closed-End Fund - Equity