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 7,106 shares of INTF stock, worth $214,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,106
Previous 6,574 8.09%
Holding current value
$214,245
Previous $192,000 16.15%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
154
Shares Held
42.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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