Ep Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,094 shares of IUSG stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,094
Previous 13,140
7.26%
Holding current value
$1.96 Million
Previous $1.54 Million
16.62%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding IUSG
# of Institutions
725Shares Held
113MCall Options Held
3.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC38MShares$5.28 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$2.05 Billion0.96% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$950 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$300 Million0.09% of portfolio