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 9,560 shares of ICF stock, worth $545,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,560
Previous 10,843
11.83%
Holding current value
$545,971
Previous $636,000
13.36%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding ICF
# of Institutions
358Shares Held
22MCall Options Held
7.5KPut Options Held
700-
Northwestern Mutual Wealth Management CO1.93MShares$110 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.56MShares$89.2 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$88.7 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.47MShares$84 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC989KShares$56.5 Million0.01% of portfolio