Ep Wealth Advisors, LLC Ishares Morningstar Growth ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 3,258 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,258

Previous 2,765 17.83%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	N/A	493 Added 17.83%	3,258 $0
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

348

Shares Held

18.3M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

More about ILCG

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Ep Wealth Advisors, LLC Ishares Morningstar Growth ETF Transaction History