Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,859 shares of IYE stock, worth $189,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,859
Previous 3,365 14.68%
Holding current value
$189,785
Previous $155,000 12.9%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$43.93 - $51.37 $21,701 - $25,376
494 Added 14.68%
3,859 $175,000
Q3 2024

Nov 14, 2024
BUY
$44.44 - $49.18 $33,907 - $37,524
763 Added 29.32%
3,365 $155,000
Q2 2024

Aug 19, 2024
SELL
$46.21 - $51.17 $7,532 - $8,340
-163 Reduced 5.9%
2,602 $124,000
Q1 2024

May 14, 2024
BUY
$41.9 - $49.4 $115,853 - $136,591
2,765 New
2,765 $136,000
Q1 2019

May 20, 2019
SELL
$31.51 - $36.65 $372,133 - $432,836
-11,810 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
$29.27 - $43.05 $345,678 - $508,420
11,810 New
11,810 $368,000

Others Institutions Holding IYE

# of Institutions
342
Shares Held
15.4M
Call Options Held
9.8K
Put Options Held
1.1K
View Full List

About ISHARES TR

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