A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,282 shares of IGIB stock, worth $272,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,282
Previous 5,480 3.61%
Holding current value
$272,604
Previous $284,000 4.23%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$50.83 - $52.07 $10,064 - $10,309
-198 Reduced 3.61%
5,282 $272,000
Q4 2023

Feb 28, 2024

BUY
$47.27 - $52.23 $259,039 - $286,220
5,480 New
5,480 $284,000
Q2 2021

Aug 24, 2021

SELL
$59.11 - $60.52 $340,769 - $348,897
-5,765 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$58.97 - $61.74 $58 - $61
1 Added 0.02%
5,765 $341,000
Q4 2020

Feb 18, 2021

SELL
$60.52 - $61.79 $36,614 - $37,382
-605 Reduced 9.5%
5,764 $356,000
Q3 2020

Nov 17, 2020

BUY
$60.3 - $61.57 $120 - $123
2 Added 0.03%
6,369 $387,000
Q2 2020

Aug 14, 2020

SELL
$54.37 - $60.39 $32,567 - $36,173
-599 Reduced 8.6%
6,367 $384,000
Q1 2020

May 18, 2020

BUY
$50.43 - $60.2 $57,086 - $68,146
1,132 Added 19.4%
6,966 $383,000
Q3 2019

Nov 18, 2019

BUY
$56.54 - $58.42 $124,388 - $128,524
2,200 Added 60.54%
5,834 $338,000
Q2 2019

Aug 27, 2019

BUY
$54.67 - $56.95 $198,670 - $206,956
3,634 New
3,634 $207,000

Others Institutions Holding IGIB

About ISHARES TRUST ISHARES 5-10 YEA


  • Ticker IGIB
  • Sector ETFs
  • Industry ETFs
More about IGIB
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.