Ep Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,634 shares of EUSB stock, worth $115,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,634

Holding current value

$115,500

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$42.54 - $43.56 $112,050 - $114,737	2,634 New	2,634 $114,000

Others Institutions Holding EUSB

# of Institutions

172

Shares Held

12.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.98M
Shares

$218 Million
0.0% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

615K
Shares

$27 Million
0.85% of portfolio
Impac Tfolio, LLC

602K
Shares

$26.4 Million
11.19% of portfolio
Envestnet Asset Management Inc

504K
Shares

$22.1 Million
0.01% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

456K
Shares

$20 Million
0.04% of portfolio

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Ep Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History