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 15,288 shares of ITA stock, worth $2.26 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,288
Previous 16,077
4.91%
Holding current value
$2.26 Million
Previous $2.12 Million
7.78%
% of portfolio
0.02%
Previous 0.02%
Shares
30 transactions
Others Institutions Holding ITA
# of Institutions
701Shares Held
18.7MCall Options Held
309KPut Options Held
178K-
Bank Of America Corp Charlotte, NC4.02MShares$594 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.87MShares$276 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC974KShares$144 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$111 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA720KShares$106 Million0.02% of portfolio