Ep Wealth Advisors, LLC Ishares Tr U.S. Transportation Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,553 shares of IYT stock, worth $110,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,553

Previous 2,089 25.66%

Holding current value

$110,884

Previous $133,000 20.3%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$55.22 - $68.54 $29,597 - $36,737	-536 Reduced 25.66%	1,553 $106,000
Q1 2025 May 15, 2025	SELL	$63.37 - $73.39 $36,691 - $42,492	-579 Reduced 21.7%	2,089 $133,000
Q4 2024 Feb 13, 2025	BUY	$66.79 - $75.4 $178,195 - $201,167	2,668 New	2,668 $180,000
Q2 2024 Aug 19, 2024	SELL	$62.67 - $69.73 $5,013 - $5,578	-80 Reduced 3.72%	2,068 $135,000
Q1 2024 May 14, 2024	BUY	$68.25 - $281.89 $110,633 - $456,943	1,621 Added 307.59%	2,148 $151,000

Q3 2023 Nov 22, 2023	BUY	$230.35 - $267.12 $121,394 - $140,772	527 New	527 $123,000
Q4 2022 Jun 12, 2023	BUY	$49.46 - $233.43 $26,065 - $123,017	527 New	527 $112,000
Q2 2022 Aug 11, 2022	BUY	$207.48 - $259.6 $110,171 - $137,847	531 New	531 $113,000

Others Institutions Holding IYT

# of Institutions

196

Shares Held

5.07M

Call Options Held

68.1K

Put Options Held

49K

View Full List

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
Sector ETFs
Industry ETFs

More about IYT

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Ep Wealth Advisors, LLC Ishares Tr U.S. Transportation Transaction History