Ep Wealth Advisors, LLC Ishares Core Msci Intl Develop Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core Msci Intl Develop stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,046 shares of IDEV stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,046

Previous 13,383 49.79%

Holding current value

$1.62 Million

Previous $921,000 65.47%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$61.79 - $76.67 $411,706 - $510,852	6,663 Added 49.79%	20,046 $1.52 Million
Q1 2025 May 15, 2025	BUY	$63.77 - $71.36 $29,206 - $32,682	458 Added 3.54%	13,383 $921,000
Q4 2024 Feb 13, 2025	SELL	$64.18 - $70.42 $277,450 - $304,425	-4,323 Reduced 25.06%	12,925 $833,000
Q3 2024 Nov 14, 2024	BUY	$63.46 - $71.43 $533,635 - $600,654	8,409 Added 95.14%	17,248 $1.22 Million
Q2 2024 Aug 19, 2024	BUY	$64.09 - $68.74 $170,351 - $182,710	2,658 Added 43.0%	8,839 $580,000
Q1 2024 May 14, 2024	BUY	$61.63 - $67.27 $17,934 - $19,575	291 Added 4.94%	6,181 $414,000
Q4 2023 Feb 28, 2024	BUY	$55.44 - $63.79 $326,541 - $375,723	5,890 New	5,890 $374,000
Q1 2023 Jun 05, 2023	BUY	$56.33 - $61.44 $2.19 Million - $2.39 Million	38,886 New	38,886 $2.35 Million

Others Institutions Holding IDEV

# of Institutions

593

Shares Held

227M

Call Options Held

Put Options Held

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About ISHARES CORE MSCI INTL DEVELOP

Ticker IDEV
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Ep Wealth Advisors, LLC Ishares Core Msci Intl Develop Transaction History