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 2,526 shares of IMTB stock, worth $107,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,526
Previous 3,896 35.16%
Holding current value
$107,809
Previous $165,000 32.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$42.23 - $44.8 $57,855 - $61,375
-1,370 Reduced 35.16%
2,526 $112,000
Q2 2024

Aug 19, 2024
BUY
$41.47 - $42.92 $161,567 - $167,216
3,896 New
3,896 $165,000

Others Institutions Holding IMTB

# of Institutions
48
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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