Big Sur Wealth Management LLC Ishares Inc Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

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 1,730 shares of EPP stock, worth $81,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,730
Previous 980 76.53%
Holding current value
$81,327
Previous $42,000 100.0%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
201
Shares Held
32.5M
Call Options Held
10.8K
Put Options Held
15.8K
View Full List

About ISHARES INC

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