Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 2,737 shares of ITB stock, worth $258,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,737
Previous 2,530
8.18%
Holding current value
$258,290
Previous $321,000
12.15%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding ITB
# of Institutions
424Shares Held
21.4MCall Options Held
2.11MPut Options Held
6.77M-
Bank Of America Corp Charlotte, NC6.72MShares$634 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY1.55MShares$146 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.52MShares$143 Million0.01% of portfolio
-
Ubs Group Ag1.19MShares$113 Million0.02% of portfolio
-
Citigroup Inc985KShares$92.9 Million0.06% of portfolio