Ep Wealth Advisors, LLC Ishares Tr Residential And Mul Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
BUY
$61.4 - $74.46 $91,486 - $110,945
1,490 New
1,490 $109,000
Q1 2023

Jun 05, 2023
BUY
$65.21 - $77.8 $26.1 Million - $31.1 Million
400,000 New
400,000 $28.2 Million
Q4 2022

Jun 12, 2023
SELL
$66.83 - $73.54 $26.5 Million - $29.1 Million
-396,011 Reduced 99.0%
3,989 $272,000

Others Institutions Holding REZ

# of Institutions
162
Shares Held
5.82M
Call Options Held
8.1K
Put Options Held
12.9K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email