Ep Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 38,066 shares of ESGE stock, worth $1.53 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,066
Previous 46,104 17.43%
Holding current value
$1.53 Million
Previous $1.54 Million 13.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$32.74 - $36.2 $263,164 - $290,975
-8,038 Reduced 17.43%
38,066 $1.33 Million
Q4 2024

Feb 13, 2025
SELL
$33.39 - $37.66 $967,909 - $1.09 Million
-28,988 Reduced 38.6%
46,104 $1.54 Million
Q3 2024

Nov 14, 2024
SELL
$32.04 - $37.11 $699,176 - $809,814
-21,822 Reduced 22.52%
75,092 $2.73 Million
Q2 2024

Aug 19, 2024
BUY
$31.14 - $34.36 $3.02 Million - $3.33 Million
96,914 New
96,914 $3.25 Million
Q2 2022

Aug 11, 2022
SELL
$31.92 - $38.05 $224,525 - $267,643
-7,034 Reduced 56.21%
5,480 $177,000
Q1 2022

May 20, 2022
BUY
$33.66 - $41.37 $421,221 - $517,704
12,514 New
12,514 $460,000
Q4 2021

Feb 17, 2022
SELL
$38.5 - $43.37 $484,407 - $545,681
-12,582 Closed
0 $0
Q3 2021

Nov 23, 2021
SELL
$40.74 - $44.79 $8.27 Million - $9.09 Million
-202,975 Reduced 94.16%
12,582 $521,000
Q3 2021

Nov 16, 2021
BUY
$40.74 - $44.79 $8.78 Million - $9.65 Million
215,557 New
215,557 $521,000

Others Institutions Holding ESGE

# of Institutions
595
Shares Held
100M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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