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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 5,035 shares of SUSA stock, worth $691,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,035
Previous 4,741 6.2%
Holding current value
$691,355
Previous $544,000 17.28%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$101.97 - $126.75 $29,979 - $37,264
294 Added 6.2%
5,035 $638,000
Q1 2025

May 15, 2025
SELL
$113.22 - $126.36 $29,210 - $32,600
-258 Reduced 5.16%
4,741 $544,000
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
561
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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