Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,072 shares of HYG stock, worth $159,398. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,072
Previous 1,548
33.85%
Holding current value
$159,398
Previous $119,000
35.29%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding HYG
# of Institutions
1,063Shares Held
239MCall Options Held
115MPut Options Held
366M-
Clark Capital Management Group, Inc. Philadelphia, PA26.9MShares$2.07 Billion15.96% of portfolio
-
Black Rock Inc. New York, NY15.5MShares$1.19 Billion0.03% of portfolio
-
Morgan Stanley New York, NY13.7MShares$1.05 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$842 Million0.08% of portfolio
-
Japan Science & Technology Agency Tokyo, M010.4MShares$799 Million10.03% of portfolio