Ep Wealth Advisors, LLC Flexshares Tr High Yield Value Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Flexshares Tr High Yield Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,440 shares of HYGV stock, worth $140,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,440
Previous 5,975 42.43%
Holding current value
$140,627
Previous $241,000 41.49%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$38.45 - $41.03 $97,470 - $104,011
-2,535 Reduced 42.43%
3,440 $141,000
Q1 2025

May 15, 2025
SELL
$40.21 - $41.29 $613,363 - $629,837
-15,254 Reduced 71.85%
5,975 $241,000
Q4 2024

Feb 13, 2025
BUY
$40.53 - $41.51 $860,411 - $881,215
21,229 New
21,229 $863,000

Others Institutions Holding HYGV

# of Institutions
103
Shares Held
25.5M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR HIGH YIELD VALUE

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