Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 $210,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,865
Previous 3,865 -0.0%
Holding current value
$210,371
Previous $202,000 8.91%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
220
Shares Held
6.25M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES TR

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