Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,750 shares of IHF stock, worth $185,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,750

Previous 3,750 -0.0%

Holding current value

$185,362

Previous $179,000 10.61%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$47.41 - $56.83 $5,452 - $6,535	-115 Reduced 2.98%	3,750 $179,000
Q2 2024 Aug 19, 2024	SELL	$50.52 - $54.21 $8,841 - $9,486	-175 Reduced 4.33%	3,865 $202,000
Q1 2024 May 14, 2024	BUY	$53.16 - $270.62 $167,985 - $855,159	3,160 Added 359.09%	4,040 $220,000
Q4 2023 Feb 28, 2024	SELL	$243.41 - $265.01 $4,868 - $5,300	-20 Reduced 2.22%	880 $231,000
Q3 2023 Nov 22, 2023	SELL	$246.1 - $264.99 $4.85 Million - $5.23 Million	-19,727 Reduced 95.64%	900 $221,000
Q2 2023 Aug 14, 2023	BUY	$242.16 - $263.77 $4.51 Million - $4.92 Million	18,641 Added 938.62%	20,627 $5.28 Million
Q1 2023 Jun 05, 2023	BUY	$241.82 - $268.07 $480,254 - $532,387	1,986 New	1,986 $490,000
Q4 2022 Jun 12, 2023	SELL	$50.76 - $279.24 $53,704 - $295,435	-1,058 Reduced 53.27%	928 $248,000

Others Institutions Holding IHF

# of Institutions

216

Shares Held

5.39M

Call Options Held

9.6K

Put Options Held

100

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About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Transaction History