Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 82,255 shares of IEO stock, worth $7.78 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
82,255
Previous 81,537 0.88%
Holding current value
$7.78 Million
Previous $7.71 Million 5.5%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$74.87 - $95.92 $53,756 - $68,870
718 Added 0.88%
82,255 $7.29 Million
Q1 2025

May 15, 2025
SELL
$86.02 - $99.13 $20,816 - $23,989
-242 Reduced 0.3%
81,537 $7.71 Million
Q4 2024

Feb 13, 2025
SELL
$85.22 - $101.77 $197,113 - $235,394
-2,313 Reduced 2.75%
81,779 $7.33 Million
Q3 2024

Nov 14, 2024
BUY
$88.52 - $101.16 $7.44 Million - $8.51 Million
84,092 New
84,092 $7.69 Million

Others Institutions Holding IEO

# of Institutions
170
Shares Held
2.17M
Call Options Held
73.6K
Put Options Held
4.8K
View Full List

About ISHARES TR

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