Ep Wealth Advisors, LLC Ishares Msci Intl Momentum Fac Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,832 shares of IMTM stock, worth $185,123. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,832
Previous 3,815 0.45%
Holding current value
$185,123
Previous $152,000 15.13%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$36.01 - $45.69 $612 - $776
17 Added 0.45%
3,832 $175,000
Q4 2024

Feb 13, 2025
BUY
$37.33 - $40.39 $783 - $848
21 Added 0.55%
3,815 $142,000
Q3 2024

Nov 14, 2024
BUY
$35.7 - $41.13 $135,445 - $156,047
3,794 New
3,794 $153,000

Others Institutions Holding IMTM

# of Institutions
224
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI INTL MOMENTUM FAC

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