Ep Wealth Advisors, LLC Ishares Msci Global Min Vol Fa Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,057 shares of ACWV stock, worth $362,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,057
Previous 3,183 3.96%
Holding current value
$362,560
Previous $347,000 2.31%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$107.24 - $116.37 $13,512 - $14,662
-126 Reduced 3.96%
3,057 $355,000
Q4 2024

Feb 13, 2025
SELL
$108.6 - $115.42 $42,788 - $45,475
-394 Reduced 11.01%
3,183 $347,000
Q3 2024

Nov 14, 2024
BUY
$104.5 - $114.97 $34,067 - $37,480
326 Added 10.03%
3,577 $409,000
Q2 2024

Aug 19, 2024
BUY
$100.94 - $106.2 $67,226 - $70,729
666 Added 25.76%
3,251 $340,000
Q1 2024

May 14, 2024
SELL
$100.31 - $105.34 $9,027 - $9,480
-90 Reduced 3.36%
2,585 $272,000
Q4 2023

Feb 28, 2024
SELL
$93.0 - $101.11 $18,321 - $19,918
-197 Reduced 6.86%
2,675 $268,000
Q3 2023

Nov 22, 2023
SELL
$95.42 - $100.13 $2.88 Million - $3.03 Million
-30,222 Reduced 91.32%
2,872 $274,000
Q2 2023

Aug 14, 2023
BUY
$96.17 - $100.07 $1.85 Million - $1.93 Million
19,283 Added 139.62%
33,094 $3.25 Million
Q1 2023

Jun 05, 2023
BUY
$92.42 - $97.48 $1.28 Million - $1.35 Million
13,811 New
13,811 $1.34 Million

Others Institutions Holding ACWV

# of Institutions
372
Shares Held
20.5M
Call Options Held
4.8K
Put Options Held
2.6K
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

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