Ep Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Call Options Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.24 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.62 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.18 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.07 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.88 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.