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 2,097 shares of IYG stock, worth $162,873. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,097
Previous 2,247 6.68%
Holding current value
$162,873
Previous $159,000 2.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$70.24 - $82.34 $10,536 - $12,351
-150 Reduced 6.68%
2,097 $163,000
Q3 2024

Nov 14, 2024
BUY
$64.2 - $71.76 $31,714 - $35,449
494 Added 28.18%
2,247 $159,000
Q2 2024

Aug 19, 2024
BUY
$62.27 - $67.11 $124 - $134
2 Added 0.11%
1,753 $114,000
Q1 2024

May 14, 2024
BUY
$63.91 - $191.92 $74,263 - $223,011
1,162 Added 197.28%
1,751 $116,000
Q4 2023

Feb 28, 2024
BUY
$145.02 - $179.81 $85,416 - $105,908
589 New
589 $105,000

Others Institutions Holding IYG

# of Institutions
275
Shares Held
13.2M
Call Options Held
13.1K
Put Options Held
0
View Full List

About ISHARES TR

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