Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,248 shares of INTF stock, worth $261,072. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,248

Previous 7,247 0.01%

Holding current value

$261,072

Previous $223,000 11.21%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$27.6 - $34.51 $27 - $34	1 Added 0.01%	7,248 $248,000
Q1 2025 May 15, 2025	SELL	$28.43 - $31.96 $25,331 - $28,476	-891 Reduced 10.95%	7,247 $223,000
Q4 2024 Feb 13, 2025	BUY	$28.54 - $31.26 $29,453 - $32,260	1,032 Added 14.52%	8,138 $233,000
Q3 2024 Nov 14, 2024	BUY	$28.08 - $31.79 $14,938 - $16,912	532 Added 8.09%	7,106 $223,000
Q2 2024 Aug 19, 2024	SELL	$28.57 - $30.77 $86,024 - $92,648	-3,011 Reduced 31.41%	6,574 $192,000
Q1 2024 May 14, 2024	SELL	$27.37 - $29.88 $10,564 - $11,533	-386 Reduced 3.87%	9,585 $286,000
Q4 2023 Feb 28, 2024	BUY	$24.65 - $28.04 $245,785 - $279,586	9,971 New	9,971 $279,000

Others Institutions Holding INTF

# of Institutions

184

Shares Held

66.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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Ep Wealth Advisors, LLC Ishares Tr Transaction History