Ep Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,427 shares of EUSA stock, worth $454,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,427

Previous 4,642 4.63%

Holding current value

$454,785

Previous $434,000 0.92%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$82.93 - $99.12 $17,829 - $21,310	-215 Reduced 4.63%	4,427 $438,000
Q1 2025 May 15, 2025	BUY	$91.45 - $100.11 $3,840 - $4,204	42 Added 0.91%	4,642 $434,000
Q3 2024 Nov 14, 2024	SELL	$86.85 - $95.74 $2,605 - $2,872	-30 Reduced 0.65%	4,600 $440,000
Q2 2024 Aug 19, 2024	BUY	$85.34 - $90.41 $72,539 - $76,848	850 Added 22.49%	4,630 $408,000
Q1 2024 May 14, 2024	BUY	$82.14 - $90.99 $310,489 - $343,942	3,780 New	3,780 $343,000

Others Institutions Holding EUSA

# of Institutions

153

Shares Held

9.04M

Call Options Held

Put Options Held

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About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
Sector ETFs
Industry ETFs

More about EUSA

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Ep Wealth Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History