Ep Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,167 shares of ESGU stock, worth $1.37 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,167
Previous 8,977 13.26%
Holding current value
$1.37 Million
Previous $1.16 Million 7.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$120.24 - $134.3 $143,085 - $159,817
1,190 Added 13.26%
10,167 $1.24 Million
Q4 2024

Feb 13, 2025
BUY
$124.61 - $133.96 $48,473 - $52,110
389 Added 4.53%
8,977 $1.16 Million
Q3 2024

Nov 14, 2024
SELL
$113.45 - $126.18 $281,923 - $313,557
-2,485 Reduced 22.44%
8,588 $1.08 Million
Q2 2024

Aug 19, 2024
BUY
$108.69 - $119.84 $132,927 - $146,564
1,223 Added 12.42%
11,073 $1.32 Million
Q1 2024

May 14, 2024
SELL
$102.91 - $114.96 $14,921 - $16,669
-145 Reduced 1.45%
9,850 $1.13 Million
Q4 2023

Feb 28, 2024
SELL
$89.99 - $105.25 $35,366 - $41,363
-393 Reduced 3.78%
9,995 $1.05 Million
Q3 2023

Nov 22, 2023
BUY
$93.48 - $100.86 $849,078 - $916,111
9,083 Added 696.02%
10,388 $975,000
Q2 2023

Aug 14, 2023
SELL
$88.97 - $97.46 $28 Million - $30.6 Million
-314,180 Reduced 99.59%
1,305 $127,000
Q1 2023

Jun 05, 2023
BUY
$84.05 - $92.64 $25.6 Million - $28.2 Million
304,663 Added 2815.22%
315,485 $28.5 Million
Q4 2022

Jun 12, 2023
SELL
$79.22 - $90.53 $24.2 Million - $27.6 Million
-305,082 Reduced 96.7%
10,403 $881,000
Q3 2022

Dec 02, 2022
SELL
$79.41 - $95.97 $631,388 - $763,057
-7,951 Reduced 42.35%
10,822 $859,000
Q2 2022

Aug 11, 2022
SELL
$81.27 - $102.58 $71,517 - $90,270
-880 Reduced 4.48%
18,773 $1.58 Million
Q1 2022

May 20, 2022
BUY
$93.13 - $108.44 $11,734 - $13,663
126 Added 0.65%
19,653 $1.99 Million
Q4 2021

Feb 17, 2022
SELL
$98.21 - $108.46 $13,454 - $14,859
-137 Reduced 0.7%
19,527 $2.11 Million
Q3 2021

Nov 23, 2021
SELL
$97.63 - $104.12 $71.4 Million - $76.1 Million
-731,146 Reduced 97.38%
19,664 $1.94 Million
Q3 2021

Nov 16, 2021
BUY
$97.63 - $104.12 $71.4 Million - $76.1 Million
730,826 Added 3657.06%
750,810 $1.94 Million
Q2 2021

Aug 24, 2021
SELL
$91.95 - $98.47 $286,700 - $307,029
-3,118 Reduced 13.5%
19,984 $1.97 Million
Q1 2021

May 17, 2021
BUY
$84.89 - $91.26 $353,312 - $379,824
4,162 Added 21.97%
23,102 $2.1 Million
Q4 2020

Feb 18, 2021
BUY
$74.43 - $86.03 $33,493 - $38,713
450 Added 2.43%
18,940 $1.63 Million
Q3 2020

Nov 17, 2020
SELL
$70.41 - $81.56 $928,637 - $1.08 Million
-13,189 Reduced 41.63%
18,490 $1.41 Million
Q2 2020

Aug 14, 2020
BUY
$55.08 - $72.67 $964,836 - $1.27 Million
17,517 Added 123.69%
31,679 $2.22 Million
Q1 2020

May 18, 2020
BUY
$49.98 - $75.58 $707,816 - $1.07 Million
14,162 New
14,162 $814,000

Others Institutions Holding ESGU

# of Institutions
849
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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