Ep Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 207,847 shares of ESML stock, worth $8.99 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
207,847
Previous 180,884 14.91%
Holding current value
$8.99 Million
Previous $7.56 Million 15.53%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$41.09 - $45.94 $1.11 Million - $1.24 Million
26,963 Added 14.91%
207,847 $8.74 Million
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $317,398 - $351,032
8,346 Added 4.84%
180,884 $7.56 Million
Q2 2024

Aug 19, 2024
BUY
$36.99 - $39.96 $1.14 Million - $1.23 Million
30,687 Added 21.63%
172,538 $6.64 Million
Q1 2024

May 14, 2024
SELL
$36.33 - $40.27 $47,519 - $52,673
-1,308 Reduced 0.91%
141,851 $5.71 Million
Q4 2023

Feb 28, 2024
SELL
$30.96 - $38.59 $422,170 - $526,213
-13,636 Reduced 8.7%
143,159 $5.44 Million
Q3 2023

Nov 22, 2023
BUY
$33.21 - $37.37 $4.46 Million - $5.02 Million
134,417 Added 600.67%
156,795 $5.28 Million
Q2 2023

Aug 14, 2023
BUY
$32.46 - $35.52 $388,708 - $425,352
11,975 Added 115.11%
22,378 $794,000
Q1 2023

Jun 05, 2023
SELL
$32.27 - $37.51 $3.61 Million - $4.2 Million
-111,860 Reduced 91.49%
10,403 $353,000
Q4 2022

Jun 12, 2023
BUY
$31.03 - $35.26 $3.53 Million - $4.01 Million
113,610 Added 1092.09%
124,013 $4.08 Million
Q3 2022

Dec 02, 2022
SELL
$30.47 - $36.87 $238,519 - $288,618
-7,828 Reduced 6.02%
122,263 $3.75 Million
Q2 2022

Aug 11, 2022
BUY
$30.34 - $38.42 $509,165 - $644,764
16,782 Added 14.81%
130,091 $4.1 Million
Q1 2022

May 20, 2022
BUY
$35.57 - $40.83 $156,010 - $179,080
4,386 Added 4.03%
113,309 $4.31 Million
Q4 2021

Feb 17, 2022
BUY
$38.24 - $42.82 $193,264 - $216,412
5,054 Added 4.87%
108,923 $4.39 Million
Q3 2021

Nov 23, 2021
BUY
$37.66 - $40.76 $2.79 Million - $3.02 Million
74,068 Added 248.54%
103,869 $4.05 Million
Q3 2021

Nov 16, 2021
SELL
$37.66 - $40.76 $2.61 Million - $2.83 Million
-69,355 Reduced 69.95%
29,801 $4.05 Million
Q2 2021

Aug 24, 2021
BUY
$38.02 - $40.93 $121,549 - $130,853
3,197 Added 3.33%
99,156 $4 Million
Q1 2021

May 17, 2021
BUY
$33.7 - $40.38 $230,238 - $275,876
6,832 Added 7.67%
95,959 $3.7 Million
Q4 2020

Feb 18, 2021
BUY
$26.87 - $34.54 $98,290 - $126,347
3,658 Added 4.28%
89,127 $3.04 Million
Q3 2020

Nov 17, 2020
BUY
$24.55 - $27.91 $5,548 - $6,307
226 Added 0.27%
85,469 $2.27 Million
Q2 2020

Aug 14, 2020
BUY
$18.34 - $27.14 $869,205 - $1.29 Million
47,394 Added 125.22%
85,243 $2.14 Million
Q1 2020

May 18, 2020
BUY
$17.16 - $29.57 $355,692 - $612,926
20,728 Added 121.07%
37,849 $755,000
Q4 2019

Feb 14, 2020
BUY
$25.83 - $29.01 $53,416 - $59,992
2,068 Added 13.74%
17,121 $495,000
Q3 2019

Nov 18, 2019
BUY
$25.56 - $27.59 $180,146 - $194,454
7,048 Added 88.04%
15,053 $402,000
Q2 2019

Aug 27, 2019
BUY
$25.29 - $27.55 $202,446 - $220,537
8,005 New
8,005 $216,000

Others Institutions Holding ESML

# of Institutions
433
Shares Held
34.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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