Ep Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 156,849 shares of IHI stock, worth $9.16 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
156,849
Previous 158,343
0.94%
Holding current value
$9.16 Million
Previous $9.28 Million
5.26%
% of portfolio
0.09%
Previous 0.11%
Shares
29 transactions
Others Institutions Holding IHI
# of Institutions
607Shares Held
39.8MCall Options Held
378KPut Options Held
235K-
Citigroup Inc5.76MShares$336 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.14MShares$183 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.48MShares$145 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.04MShares$119 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.92MShares$112 Million0.05% of portfolio