Ep Wealth Advisors, LLC Ishares Msci World ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 905 shares of URTH stock, worth $165,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
905
Previous 902 0.33%
Holding current value
$165,786
Previous $138,000 10.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$136.3 - $169.38 $408 - $508
3 Added 0.33%
905 $153,000
Q3 2024

Nov 14, 2024
BUY
$140.68 - $156.99 $5,627 - $6,279
40 Added 4.64%
902 $141,000
Q3 2023

Nov 22, 2023
BUY
$119.58 - $128.54 $103,077 - $110,801
862 New
862 $103,000

Others Institutions Holding URTH

# of Institutions
267
Shares Held
13M
Call Options Held
41.4K
Put Options Held
5.46K
View Full List

About ISHARES MSCI WORLD ETF

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