Ep Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

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 9,886 shares of EEMV stock, worth $575,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,886

Previous 8,294 19.19%

Holding current value

$575,562

Previous $520,000 10.19%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.85 - $63.11 $92,097 - $100,471	1,592 Added 19.19%	9,886 $573,000
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

# of Institutions

383

Shares Held

53.4M

Call Options Held

1.4K

Put Options Held

125K

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEMV
Sector ETFs
Industry ETFs

More about EEMV

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Ep Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History