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 1,427 shares of IYR stock, worth $134,737. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,427
Previous 1,430 0.21%
Holding current value
$134,737
Previous $145,000 8.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$90.74 - $102.87 $272 - $308
-3 Reduced 0.21%
1,427 $132,000
Q3 2024

Nov 14, 2024
BUY
$86.93 - $103.61 $124,309 - $148,162
1,430 New
1,430 $145,000
Q4 2022

Jun 12, 2023
BUY
$76.97 - $89.17 $145,935 - $169,066
1,896 New
1,896 $159,000
Q2 2022

Aug 11, 2022
SELL
$86.95 - $112.38 $35,823 - $46,300
-412 Reduced 19.72%
1,677 $154,000
Q1 2022

May 20, 2022
BUY
$99.21 - $115.26 $207,249 - $240,778
2,089 New
2,089 $226,000
Q1 2021

May 17, 2021
SELL
$82.27 - $92.74 $130,727 - $147,363
-1,589 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$76.87 - $86.71 $122,146 - $137,782
1,589 New
1,589 $136,000
Q2 2020

Aug 14, 2020
SELL
$64.24 - $86.82 $250,664 - $338,771
-3,902 Closed
0 $0
Q1 2020

May 18, 2020
SELL
$57.84 - $100.28 $10,758 - $18,652
-186 Reduced 4.55%
3,902 $271,000
Q3 2019

Nov 18, 2019
SELL
$91.54 - $93.76 $27,553 - $28,221
-301 Reduced 6.86%
4,088 $382,000
Q2 2019

Aug 27, 2019
BUY
N/A
4,389 New
4,389 $383,000
Q1 2019

May 20, 2019
SELL
N/A
-4,702 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
4,702 New
4,702 $352,000

Others Institutions Holding IYR

# of Institutions
617
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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