Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,685 shares of IYK stock, worth $110,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,685

Previous 1,581 6.58%

Holding current value

$110,434

Previous $103,000 14.56%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$65.27 - $72.12 $6,788 - $7,500	104 Added 6.58%	1,685 $118,000
Q2 2024 Aug 19, 2024	SELL	$64.04 - $68.25 $12,295 - $13,104	-192 Reduced 10.83%	1,581 $103,000
Q1 2024 May 14, 2024	BUY	$65.5 - $197.39 $77,028 - $232,130	1,176 Added 196.98%	1,773 $119,000
Q4 2023 Feb 28, 2024	SELL	$178.71 - $194.11 $132,781 - $144,223	-743 Reduced 55.45%	597 $114,000
Q3 2023 Nov 22, 2023	BUY	$186.51 - $205.29 $249,923 - $275,088	1,340 New	1,340 $249,000
Q2 2022 Aug 11, 2022	BUY	$185.26 - $213.41 $213,975 - $246,488	1,155 New	1,155 $225,000

Others Institutions Holding IYK

# of Institutions

244

Shares Held

9.64M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History