Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$104.95 - $113.57 $330,592 - $357,745	-3,150 Closed	0 $0
Q4 2021 Feb 17, 2022	SELL	$120.56 - $122.88 $19,048 - $19,415	-158 Reduced 4.78%	3,150 $383,000
Q3 2021 Nov 23, 2021	SELL	$121.93 - $124.12 $36.9 Million - $37.5 Million	-302,477 Reduced 98.92%	3,308 $403,000
Q3 2021 Nov 16, 2021	BUY	$121.93 - $124.12 $36.9 Million - $37.5 Million	302,427 Added 9006.16%	305,785 $403,000
Q2 2021 Aug 24, 2021	SELL	$120.17 - $122.48 $56,239 - $57,320	-468 Reduced 12.23%	3,358 $411,000
Q1 2021 May 17, 2021	BUY	$119.54 - $125.6 $457,360 - $480,545	3,826 New	3,826 $459,000

1.78M

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