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 $249,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,737

Previous 2,530 8.18%

Holding current value

$249,778

Previous $321,000 12.15%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$103.31 - $129.34 $21,385 - $26,773	207 Added 8.18%	2,737 $282,000
Q3 2024 Nov 14, 2024	SELL	$97.52 - $128.64 $66,801 - $88,118	-685 Reduced 21.31%	2,530 $321,000
Q2 2024 Aug 19, 2024	SELL	$100.52 - $113.96 $45,234 - $51,282	-450 Reduced 12.28%	3,215 $324,000
Q3 2023 Nov 22, 2023	SELL	$77.76 - $89.31 $7.47 Million - $8.58 Million	-96,083 Reduced 96.33%	3,665 $287,000
Q2 2023 Aug 14, 2023	BUY	$67.91 - $85.44 $5.37 Million - $6.76 Million	79,121 Added 383.58%	99,748 $8.52 Million
Q1 2023 Jun 05, 2023	BUY	$61.44 - $73.21 $1.27 Million - $1.51 Million	20,627 New	20,627 $1.45 Million
Q4 2022 Jun 12, 2023	SELL	$50.75 - $62.84 $856,457 - $1.06 Million	-16,876 Reduced 81.82%	3,751 $227,000
Q2 2022 Aug 11, 2022	BUY	$49.13 - $62.4 $183,746 - $233,376	3,740 New	3,740 $196,000

Others Institutions Holding ITB

# of Institutions

413

Shares Held

21.3M

Call Options Held

2.11M

Put Options Held

6.77M

View Full List

About ISHARES TR

Ticker ITB
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Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Transaction History