Ep Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,476 shares of EFAV stock, worth $175,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,721 9.0%
Holding current value
$175,622
Previous $188,000 0.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$69.31 - $77.34 $16,980 - $18,948
-245 Reduced 9.0%
2,476 $189,000
Q2 2024

Aug 19, 2024
BUY
$67.82 - $72.36 $18,853 - $20,116
278 Added 11.38%
2,721 $188,000
Q1 2024

May 14, 2024
SELL
$67.46 - $71.15 $9,714 - $10,245
-144 Reduced 5.57%
2,443 $173,000
Q4 2023

Feb 28, 2024
SELL
$63.1 - $69.34 $77,045 - $84,664
-1,221 Reduced 32.06%
2,587 $179,000
Q3 2023

Nov 22, 2023
SELL
$65.15 - $69.15 $899,004 - $954,200
-13,799 Reduced 78.37%
3,808 $248,000
Q2 2023

Aug 14, 2023
SELL
$66.75 - $70.85 $9.09 Million - $9.65 Million
-136,248 Reduced 88.56%
17,607 $1.19 Million
Q1 2023

Jun 05, 2023
BUY
$63.8 - $67.65 $9.82 Million - $10.4 Million
153,855 New
153,855 $10.4 Million
Q2 2022

Aug 11, 2022
SELL
$61.24 - $72.68 $352,558 - $418,418
-5,757 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$67.73 - $76.65 $46,869 - $53,041
692 Added 13.66%
5,757 $415,000
Q4 2021

Feb 17, 2022
BUY
$74.33 - $77.96 $376,481 - $394,867
5,065 New
5,065 $389,000
Q2 2020

Aug 14, 2020
SELL
$59.53 - $68.92 $194,484 - $225,161
-3,267 Closed
0 $0
Q1 2020

May 18, 2020
BUY
$54.87 - $75.75 $179,260 - $247,475
3,267 New
3,267 $203,000
Q4 2018

Feb 19, 2019
SELL
$65.01 - $72.73 $359,375 - $402,051
-5,528 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
$70.42 - $73.23 $389,281 - $404,815
5,528 New
5,528 $402,000
Q2 2018

Aug 14, 2018
SELL
$70.89 - $74.83 $206,289 - $217,755
-2,910 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$70.61 - $76.47 $32,268 - $34,946
-457 Reduced 13.57%
2,910 $214,000
Q4 2017

Feb 15, 2018
BUY
$71.02 - $73.23 $19,885 - $20,504
280 Added 9.07%
3,367 $246,000
Q3 2017

Nov 15, 2017
BUY
$70.55 - $71.06 $217,787 - $219,362
3,087
3,087 $219,000

Others Institutions Holding EFAV

# of Institutions
509
Shares Held
54.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI EAFE MIN VOL FACT

EFAV Quotes by TradingView
  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email