Ep Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,322 shares of IGM stock, worth $706,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,322

Previous 6,301 0.33%

Holding current value

$706,546

Previous $643,000 10.89%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$90.67 - $108.46 $1,904 - $2,277	21 Added 0.33%	6,322 $573,000
Q4 2024 Feb 13, 2025	BUY	$94.19 - $106.95 $61,506 - $69,838	653 Added 11.56%	6,301 $643,000
Q3 2024 Nov 14, 2024	SELL	$84.03 - $98.62 $71,005 - $83,333	-845 Reduced 13.01%	5,648 $541,000
Q2 2024 Aug 19, 2024	BUY	$80.02 - $95.38 $86,501 - $103,105	1,081 Added 19.97%	6,493 $612,000
Q1 2024 May 14, 2024	BUY	$84.27 - $516.87 $379,046 - $2.32 Million	4,498 Added 492.12%	5,412 $466,000
Q4 2023 Feb 28, 2024	SELL	$365.86 - $450.72 $13,536 - $16,676	-37 Reduced 3.89%	914 $409,000
Q3 2023 Nov 22, 2023	SELL	$376.08 - $412.97 $40,616 - $44,600	-108 Reduced 10.2%	951 $363,000
Q2 2023 Aug 14, 2023	SELL	$325.63 - $395.58 $24.3 Million - $29.6 Million	-74,761 Reduced 98.6%	1,059 $416,000
Q1 2023 Jun 05, 2023	BUY	$275.98 - $339.32 $20.9 Million - $25.7 Million	75,820 New	75,820 $25.7 Million
Q3 2021 Nov 16, 2021	SELL	$66.83 - $71.86 $149,097 - $160,319	-2,231 Closed	0 $0
Q2 2021 Aug 24, 2021	BUY	$59.44 - $67.61 $132,610 - $150,837	2,231 New	2,231 $901,000

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Ep Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History