A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,294 shares of EEMV stock, worth $489,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,294
Previous 8,399 1.25%
Holding current value
$489,677
Previous $480,000 8.33%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$56.77 - $63.31 $5,960 - $6,647
-105 Reduced 1.25%
8,294 $520,000
Q2 2024

Aug 19, 2024

SELL
$55.16 - $58.09 $19,085 - $20,099
-346 Reduced 3.96%
8,399 $480,000
Q1 2024

May 14, 2024

SELL
$53.47 - $57.27 $8,127 - $8,705
-152 Reduced 1.71%
8,745 $494,000
Q4 2023

Feb 28, 2024

SELL
$51.22 - $55.59 $52,398 - $56,868
-1,023 Reduced 10.31%
8,897 $494,000
Q3 2023

Nov 22, 2023

SELL
$53.25 - $57.13 $7.66 Million - $8.22 Million
-143,935 Reduced 93.55%
9,920 $529,000
Q2 2023

Aug 14, 2023

BUY
$54.48 - $56.53 $3.25 Million - $3.37 Million
59,609 Added 63.25%
153,855 $8.46 Million
Q1 2023

Jun 05, 2023

BUY
$52.37 - $55.9 $4.94 Million - $5.27 Million
94,246 New
94,246 $5.14 Million

Others Institutions Holding EEMV

About ISHARES MSCI EMERGING MARKETS


  • Ticker EEMV
  • Sector ETFs
  • Industry ETFs
More about EEMV
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.