Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,865 shares of IHF stock, worth $211,415. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,865
Previous 4,040
4.33%
Holding current value
$211,415
Previous $220,000
8.18%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IHF
# of Institutions
220Shares Held
6.56MCall Options Held
7.4KPut Options Held
18.8K-
Morgan Stanley New York, NY793KShares$43.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO785KShares$42.9 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY418KShares$22.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC404KShares$22.1 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$18.4 Million0.86% of portfolio