Ep Wealth Advisors, LLC Ishares Emerging Markets Divid Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Emerging Markets Divid stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,261 shares of DVYE stock, worth $177,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,261
Previous 10,799 42.02%
Holding current value
$177,061
Previous $278,000 38.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
$25.08 - $27.99 $113,813 - $127,018
-4,538 Reduced 42.02%
6,261 $170,000
Q4 2024

Feb 13, 2025
BUY
$25.42 - $29.74 $274,510 - $321,162
10,799 New
10,799 $278,000
Q1 2022

May 20, 2022
SELL
$30.68 - $40.57 $177,851 - $235,184
-5,797 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$36.8 - $40.11 $213,329 - $232,517
5,797 New
5,797 $223,000

Others Institutions Holding DVYE

# of Institutions
170
Shares Held
15.2M
Call Options Held
5.9K
Put Options Held
2.1K
View Full List

About ISHARES EMERGING MARKETS DIVID

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