Ep Wealth Advisors, LLC Ishares Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,637 shares of ICLN stock, worth $178,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,637
Previous 12,839 17.15%
Holding current value
$178,595
Previous $146,000 4.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$10.56 - $13.31 $23,253 - $29,308
-2,202 Reduced 17.15%
10,637 $139,000
Q1 2025

May 15, 2025
BUY
$10.94 - $11.86 $229 - $249
21 Added 0.16%
12,839 $146,000
Q4 2024

Feb 13, 2025
SELL
$11.35 - $14.51 $1,452 - $1,857
-128 Reduced 0.99%
12,818 $145,000
Q3 2024

Nov 14, 2024
BUY
$13.26 - $14.77 $66,140 - $73,672
4,988 Added 62.68%
12,946 $190,000
Q2 2024

Aug 19, 2024
SELL
$13.02 - $15.08 $49,033 - $56,791
-3,766 Reduced 32.12%
7,958 $106,000
Q1 2024

May 14, 2024
SELL
$13.42 - $15.39 $101,119 - $115,963
-7,535 Reduced 39.12%
11,724 $163,000
Q4 2023

Feb 28, 2024
BUY
$12.86 - $15.73 $84,850 - $103,786
6,598 Added 52.11%
19,259 $299,000
Q3 2023

Nov 22, 2023
BUY
$14.59 - $19.04 $133,629 - $174,387
9,159 Added 261.54%
12,661 $185,000
Q2 2023

Aug 14, 2023
SELL
$17.78 - $19.91 $356,204 - $398,876
-20,034 Reduced 85.12%
3,502 $64,000
Q1 2023

Jun 05, 2023
BUY
$18.32 - $21.36 $239,350 - $279,068
13,065 Added 124.77%
23,536 $465,000
Q4 2022

Jun 12, 2023
SELL
$17.54 - $21.27 $247,822 - $300,523
-14,129 Reduced 60.03%
9,407 $186,000
Q3 2022

Dec 02, 2022
BUY
$18.81 - $23.61 $53,100 - $66,651
2,823 Added 36.91%
10,471 $200,000
Q2 2022

Aug 11, 2022
BUY
$16.82 - $22.08 $15,659 - $20,556
931 Added 13.86%
7,648 $146,000
Q1 2022

May 20, 2022
BUY
$17.57 - $21.52 $118,017 - $144,549
6,717 New
6,717 $145,000

Others Institutions Holding ICLN

# of Institutions
477
Shares Held
33.2M
Call Options Held
1.79M
Put Options Held
2.62M
View Full List

About ISHARES

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