Ep Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 28,808 shares of IYW stock, worth $5.74 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,808

Previous 16,739 72.1%

Holding current value

$5.74 Million

Previous $2.35 Million 112.38%

% of portfolio

0.03%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$122.57 - $173.27 $1.48 Million - $2.09 Million	12,069 Added 72.1%	28,808 $4.99 Million
Q1 2025 May 15, 2025	SELL	$140.44 - $166.79 $136,929 - $162,620	-975 Reduced 5.5%	16,739 $2.35 Million
Q4 2024 Feb 13, 2025	BUY	$148.14 - $166.23 $740,996 - $831,482	5,002 Added 39.35%	17,714 $2.83 Million
Q3 2024 Nov 14, 2024	BUY	$133.16 - $158.73 $142,348 - $169,682	1,069 Added 9.18%	12,712 $1.93 Million
Q2 2024 Aug 19, 2024	BUY	$124.75 - $153.46 $30,314 - $37,290	243 Added 2.13%	11,643 $1.75 Million

Q1 2024 May 14, 2024	BUY	$117.5 - $136.59 $12,807 - $14,888	109 Added 0.97%	11,400 $1.54 Million
Q4 2023 Feb 28, 2024	BUY	$101.31 - $123.31 $127,751 - $155,493	1,261 Added 12.57%	11,291 $1.39 Million
Q3 2023 Nov 22, 2023	SELL	$103.39 - $113.67 $921,825 - $1.01 Million	-8,916 Reduced 47.06%	10,030 $1.05 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $1.28 Million - $1.58 Million	14,480 Added 324.23%	18,946 $2.06 Million
Q1 2023 Jun 05, 2023	BUY	$72.54 - $92.81 $323,963 - $414,489	4,466 New	4,466 $414,000
Q4 2022 Jun 12, 2023	BUY	$71.52 - $81.72 $1.8 Million - $2.06 Million	25,216 Added 564.62%	29,682 $2.21 Million
Q2 2022 Aug 11, 2022	BUY	$77.53 - $105.04 $3.88 Million - $5.26 Million	50,087 Added 369.18%	63,654 $5.09 Million
Q1 2022 May 20, 2022	SELL	$90.78 - $115.41 $3.05 Million - $3.88 Million	-33,615 Reduced 71.25%	13,567 $1.4 Million
Q4 2021 Feb 17, 2022	BUY	$100.11 - $117.09 $4.28 Million - $5.01 Million	42,795 Added 975.5%	47,182 $5.42 Million
Q3 2021 Nov 23, 2021	BUY	$98.99 - $108.87 $285,388 - $313,872	2,883 Added 191.69%	4,387 $444,000
Q3 2021 Nov 16, 2021	SELL	$98.99 - $108.87 $218,272 - $240,058	-2,205 Reduced 59.45%	1,504 $444,000
Q2 2021 Aug 24, 2021	BUY	$86.67 - $99.76 $5,200 - $5,985	60 Added 1.64%	3,709 $369,000
Q1 2021 May 17, 2021	SELL	$82.45 - $93.1 $166,136 - $187,596	-2,015 Reduced 35.58%	3,649 $320,000
Q4 2020 Feb 18, 2021	BUY	$73.15 - $85.83 $414,321 - $486,141	5,664 New	5,664 $482,000
Q2 2020 Aug 14, 2020	SELL	$48.73 - $67.63 $85,764 - $119,028	-1,760 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$45.35 - $65.22 $383,615 - $551,695	-8,459 Reduced 82.78%	1,760 $360,000
Q4 2019 Feb 14, 2020	BUY	$49.62 - $58.5 $507,066 - $597,811	10,219 New	10,219 $2.38 Million

Others Institutions Holding IYW

# of Institutions

1,360

Shares Held

67.1M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History