Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 28, 2024	BUY	$30.98 - $43.2 $96,038 - $133,920	3,100 New	3,100 $129,000
Q4 2018 Feb 19, 2019	SELL	N/A	-13,813 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	N/A	-1,794 Reduced 11.49%	13,813 $677,000
Q2 2018 Aug 14, 2018	SELL	N/A	-522 Reduced 3.24%	15,607 $767,000
Q1 2018 May 15, 2018	SELL	N/A	-7,085 Reduced 30.52%	16,129 $812,000
Q4 2017 Feb 15, 2018	SELL	N/A	-5,990 Reduced 20.51%	23,214 $1.14 Million
Q3 2017 Nov 15, 2017	SELL	N/A	-11,766 Reduced 28.72%	29,204 $1.38 Million
Q2 2017 Aug 17, 2017	BUY	N/A	40,970	40,970 $1.87 Million

174

4.99M

149K

240K

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