Big Sur Wealth Management LLC Ishares Inc Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Inc stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 980 shares of EPP stock, worth $50,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
980
Previous 1,730 43.35%
Holding current value
$50,127
Previous $85,000 41.18%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$48.87 - $52.69 $36,652 - $39,517
-750 Reduced 43.35%
980 $50,000
Q3 2024

Oct 16, 2024
BUY
$41.3 - $48.84 $30,974 - $36,630
750 Added 76.53%
1,730 $84,000
Q2 2024

Jul 22, 2024
SELL
$40.54 - $45.26 $30,405 - $33,945
-750 Reduced 43.35%
980 $42,000
Q4 2023

Feb 12, 2024
BUY
$38.16 - $43.56 $28,619 - $32,670
750 Added 76.53%
1,730 $75,000
Q4 2022

Feb 09, 2023
BUY
$37.1 - $44.34 $36,358 - $43,453
980 New
980 $41,000

Others Institutions Holding EPP

# of Institutions
197
Shares Held
28.2M
Call Options Held
0
Put Options Held
4.8K
View Full List

About ISHARES INC

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