Ep Wealth Advisors, LLC Ishares Gnma Bond ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Gnma Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,137 shares of GNMA stock, worth $793,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,137
Previous 20,253 10.45%
Holding current value
$793,131
Previous $869,000 8.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$42.17 - $44.04 $89,231 - $93,188
-2,116 Reduced 10.45%
18,137 $796,000
Q4 2024

Feb 13, 2025
SELL
$42.8 - $44.74 $26,707 - $27,917
-624 Reduced 2.99%
20,253 $869,000
Q3 2024

Nov 14, 2024
SELL
$42.68 - $45.25 $117,455 - $124,528
-2,752 Reduced 11.65%
20,877 $935,000
Q2 2024

Aug 19, 2024
SELL
$42.04 - $43.45 $217,136 - $224,419
-5,165 Reduced 17.94%
23,629 $1.02 Million
Q1 2024

May 14, 2024
SELL
$42.94 - $44.15 $169,183 - $173,951
-3,940 Reduced 12.04%
28,794 $1.25 Million
Q4 2023

Feb 28, 2024
SELL
$40.5 - $44.38 $25,636 - $28,092
-633 Reduced 1.9%
32,734 $1.45 Million
Q3 2023

Nov 22, 2023
SELL
$41.72 - $43.98 $17.4 Million - $18.3 Million
-416,633 Reduced 92.59%
33,367 $1.39 Million
Q2 2023

Aug 14, 2023
SELL
$43.47 - $44.88 $29.3 Million - $30.3 Million
-674,357 Reduced 59.98%
450,000 $19.7 Million
Q1 2023

Jun 05, 2023
BUY
$43.03 - $45.24 $48.4 Million - $50.9 Million
1,124,357 New
1,124,357 $50 Million
Q4 2022

Jun 12, 2023
SELL
$41.72 - $44.71 $46.6 Million - $49.9 Million
-1,116,002 Reduced 99.26%
8,355 $363,000
Q1 2020

May 18, 2020
SELL
$49.52 - $51.71 $254,730 - $265,996
-5,144 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$50.05 - $50.38 $213,813 - $215,223
-4,272 Reduced 45.37%
5,144 $258,000
Q3 2019

Nov 18, 2019
BUY
$50.08 - $50.34 $471,553 - $474,001
9,416 New
9,416 $474,000

Others Institutions Holding GNMA

# of Institutions
144
Shares Held
7.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES GNMA BOND ETF

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