Ep Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,373,142 shares of GOVT stock, worth $123 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
5,373,142
Previous 5,193,828 3.45%
Holding current value
$123 Million
Previous $122 Million 1.38%
% of portfolio
1.05%
Previous 1.08%

Shares

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

Feb 13, 2025
BUY
$22.39 - $23.45 $4.01 Million - $4.2 Million
179,314 Added 3.45%
5,373,142 $123 Million
Q3 2024

Nov 14, 2024
BUY
$22.38 - $23.66 $4.24 Million - $4.49 Million
189,628 Added 3.79%
5,193,828 $122 Million
Q2 2024

Aug 19, 2024
BUY
$22.12 - $22.75 $5.57 Million - $5.72 Million
251,646 Added 5.29%
5,004,200 $113 Million
Q1 2024

May 14, 2024
BUY
$22.51 - $23.08 $1.41 Million - $1.45 Million
62,837 Added 1.34%
4,752,554 $108 Million
Q4 2023

Feb 28, 2024
SELL
$21.6 - $23.13 $356,443 - $381,691
-16,502 Reduced 0.35%
4,689,717 $108 Million
Q3 2023

Nov 22, 2023
BUY
$21.99 - $23.01 $103 Million - $108 Million
4,688,092 Added 25862.48%
4,706,219 $104 Million
Q2 2023

Aug 14, 2023
SELL
$22.87 - $23.59 $18.4 Million - $19 Million
-804,422 Reduced 97.8%
18,127 $415,000
Q1 2023

Jun 05, 2023
SELL
$22.54 - $23.5 $22.9 Million - $23.9 Million
-1,015,202 Reduced 55.24%
822,549 $19.2 Million
Q4 2022

Jun 12, 2023
BUY
$22.18 - $23.3 $28.1 Million - $29.6 Million
1,268,508 Added 154.22%
2,091,057 $47.5 Million
Q3 2022

Dec 02, 2022
BUY
$22.58 - $24.36 $41.5 Million - $44.8 Million
1,837,751 New
1,837,751 $41.8 Million

Others Institutions Holding GOVT

# of Institutions
849
Shares Held
1.2B
Call Options Held
20.5K
Put Options Held
773K
View Full List

About ISHARES U.S. TREASURY BOND ETF

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