Ep Wealth Advisors, LLC Ishares Tr Call Options Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

186

Shares Held

67M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

15.9M
Shares

$572 Million
0.4% of portfolio
Strategic Financial Services, Inc, Utica, NY

8.58M
Shares

$309 Million
15.94% of portfolio
Halbert Hargrove Global Advisors, LLC

3.26M
Shares

$118 Million
5.79% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.85M
Shares

$103 Million
17.56% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$90.8 Million
0.02% of portfolio

About ISHARES TR

Ticker INTF
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