Ep Wealth Advisors, LLC Ishares Barclays Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,648 shares of IEF stock, worth $152,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,648
Holding current value
$152,192
% of portfolio
0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$92.67 - $99.14 $152,720 - $163,382
1,648 New
1,648 $161,000
Q1 2024

May 14, 2024
BUY
$93.54 - $96.82 $1,496 - $1,549
16 Added 0.78%
2,062 $195,000
Q4 2023

Feb 28, 2024
BUY
$88.95 - $97.0 $181,991 - $198,462
2,046 New
2,046 $197,000
Q2 2022

Aug 11, 2022
SELL
$98.15 - $106.65 $208,274 - $226,311
-2,122 Closed
0 $0
Q1 2022

May 20, 2022
SELL
$106.08 - $113.93 $404,483 - $434,415
-3,813 Reduced 64.25%
2,122 $228,000
Q4 2021

Feb 17, 2022
SELL
$113.55 - $116.36 $1.12 Million - $1.14 Million
-9,840 Reduced 62.38%
5,935 $683,000
Q3 2021

Nov 23, 2021
SELL
$114.96 - $118.18 $6.82 Million - $7.01 Million
-59,350 Reduced 79.0%
15,775 $1.82 Million
Q3 2021

Nov 16, 2021
BUY
$114.96 - $118.18 $8.64 Million - $8.88 Million
75,125 New
75,125 $1.82 Million
Q1 2021

May 17, 2021
SELL
$112.93 - $119.98 $168,378 - $178,890
-1,491 Closed
0 $0
Q4 2020

Feb 18, 2021
SELL
$119.27 - $121.81 $19,083 - $19,489
-160 Reduced 9.69%
1,491 $179,000
Q2 2020

Aug 14, 2020
SELL
$119.77 - $122.41 $89,108 - $91,073
-744 Reduced 31.06%
1,651 $201,000
Q1 2020

May 18, 2020
BUY
$110.73 - $121.48 $265,198 - $290,944
2,395 New
2,395 $291,000
Q3 2017

Nov 15, 2017
SELL
$106.52 - $107.22 $2.18 Million - $2.2 Million
-20,475 Closed
0 $0
Q2 2017

Aug 17, 2017
BUY
N/A
20,475
20,475 $2.18 Million

Others Institutions Holding IEF

# of Institutions
1,054
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

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