Ep Wealth Advisors, LLC Ishares Morningstar Growth ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,765 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,765
Previous 8,850 68.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-6,085 Reduced 68.76%
2,765 $0
Q2 2024

Aug 19, 2024
SELL
N/A
-3,025 Reduced 25.47%
8,850 $0
Q3 2023

Nov 22, 2023
BUY
N/A
6,604 Added 125.29%
11,875 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-220 Reduced 4.01%
5,271 $0
Q1 2023

Jun 05, 2023
SELL
N/A
-8,699 Reduced 61.3%
5,491 $0
Q4 2022

Jun 12, 2023
BUY
N/A
8,699 Added 158.42%
14,190 $0
Q3 2021

Nov 23, 2021
SELL
N/A
-39,410 Reduced 73.53%
14,190 $930,000
Q3 2021

Nov 16, 2021
BUY
N/A
39,410 Added 277.73%
53,600 $930,000
Q2 2021

Aug 24, 2021
BUY
N/A
11,352 Added 400.0%
14,190 $919,000
Q3 2020

Nov 17, 2020
BUY
N/A
2,838 New
2,838 $759,000
Q2 2020

Aug 14, 2020
SELL
N/A
-2,877 Closed
0 $665,000
Q4 2019

Feb 14, 2020
BUY
N/A
2,877 New
2,877 $604,000

Others Institutions Holding ILCG

# of Institutions
265
Shares Held
15.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email