Ep Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 253,823 shares of HEZU stock, worth $10.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
253,823
Previous 266,656 4.81%
Holding current value
$10.4 Million
Previous $9.56 Million 3.51%
% of portfolio
0.08%
Previous 0.08%

Shares

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

May 15, 2025
SELL
$35.85 - $40.72 $460,063 - $522,559
-12,833 Reduced 4.81%
253,823 $9.89 Million
Q4 2024

Feb 13, 2025
SELL
$35.18 - $36.95 $103,956 - $109,187
-2,955 Reduced 1.1%
266,656 $9.56 Million
Q3 2024

Nov 14, 2024
BUY
$33.46 - $37.07 $9.02 Million - $9.99 Million
269,611 New
269,611 $9.91 Million
Q1 2022

May 20, 2022
SELL
$30.63 - $38.44 $168,893 - $211,958
-5,514 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$35.85 - $38.94 $197,676 - $214,715
5,514 New
5,514 $208,000

Others Institutions Holding HEZU

# of Institutions
99
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEZU Quotes by TradingView
  • Ticker HEZU
  • Sector ETFs
  • Industry ETFs
More about HEZU
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email