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 2,530 shares of ITB stock, worth $254,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,530
Previous 3,215
21.31%
Holding current value
$254,669
Previous $324,000
0.93%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ITB
# of Institutions
421Shares Held
18.7MCall Options Held
3.59MPut Options Held
5.52M-
Bank Of America Corp Charlotte, NC6.76MShares$681 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY1.39MShares$140 Million0.03% of portfolio
-
Morgan Stanley New York, NY714KShares$71.9 Million0.01% of portfolio
-
Ubs Group Ag533KShares$53.7 Million0.01% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6496KShares$49.9 Million0.15% of portfolio