Ep Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,999 shares of SUSA stock, worth $624,125. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,999

Previous 4,803 4.08%

Holding current value

$624,125

Previous $578,000 5.02%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$118.0 - $127.04 $23,128 - $24,899	196 Added 4.08%	4,999 $607,000
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $1,951 - $2,166	-18 Reduced 0.37%	4,803 $578,000
Q2 2024 Aug 19, 2024	SELL	$102.41 - $112.98 $1,638 - $1,807	-16 Reduced 0.33%	4,821 $541,000
Q1 2024 May 14, 2024	SELL	$98.48 - $109.17 $92,374 - $102,401	-938 Reduced 16.24%	4,837 $528,000
Q4 2023 Feb 28, 2024	SELL	$85.36 - $100.86 $15,962 - $18,860	-187 Reduced 3.14%	5,775 $580,000
Q3 2023 Nov 22, 2023	SELL	$89.49 - $97.11 $430,894 - $467,584	-4,815 Reduced 44.68%	5,962 $536,000
Q2 2023 Aug 14, 2023	BUY	$85.65 - $93.64 $459,769 - $502,659	5,368 Added 99.24%	10,777 $1.01 Million
Q1 2023 Jun 05, 2023	BUY	$81.64 - $90.01 $441,590 - $486,864	5,409 New	5,409 $474,000

Others Institutions Holding SUSA

# of Institutions

527

Shares Held

19.2M

Call Options Held

100

Put Options Held

100

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History