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 14,093 shares of IUSG stock, worth $2.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,093
Previous 14,094 0.01%
Holding current value
$2.03 Million
Previous $1.8 Million 3.51%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$116.79 - $133.54 $116 - $133
-1 Reduced 0.01%
14,093 $1.86 Million
Q2 2024

Aug 19, 2024

BUY
$109.98 - $128.59 $104,920 - $122,674
954 Added 7.26%
14,094 $1.8 Million
Q1 2024

May 14, 2024

BUY
$100.95 - $117.92 $93,883 - $109,665
930 Added 7.62%
13,140 $1.54 Million
Q4 2023

Feb 28, 2024

SELL
$91.06 - $104.51 $20,033 - $22,992
-220 Reduced 1.77%
12,210 $1.27 Million
Q3 2023

Nov 22, 2023

SELL
$94.27 - $100.74 $497,462 - $531,604
-5,277 Reduced 29.8%
12,430 $1.18 Million
Q2 2023

Aug 14, 2023

BUY
$87.77 - $97.64 $1.2 Million - $1.34 Million
13,680 Added 339.71%
17,707 $1.73 Million
Q1 2023

Jun 05, 2023

SELL
$79.81 - $88.77 $724,036 - $805,321
-9,072 Reduced 69.26%
4,027 $357,000
Q4 2022

Jun 12, 2023

BUY
$78.88 - $88.47 $695,248 - $779,774
8,814 Added 218.87%
12,841 $1.05 Million
Q3 2022

Dec 02, 2022

SELL
$80.18 - $99.02 $25,176 - $31,092
-314 Reduced 2.34%
13,099 $1.05 Million
Q2 2022

Aug 11, 2022

BUY
$80.61 - $107.49 $7,093 - $9,459
88 Added 0.66%
13,413 $1.12 Million
Q1 2022

May 20, 2022

SELL
$94.61 - $116.48 $662 - $815
-7 Reduced 0.05%
13,325 $1.41 Million
Q4 2021

Feb 17, 2022

SELL
$101.4 - $117.16 $10,748 - $12,418
-106 Reduced 0.79%
13,332 $1.54 Million
Q3 2021

Nov 23, 2021

SELL
$101.41 - $109.45 $94.5 Million - $102 Million
-931,832 Reduced 98.58%
13,438 $1.38 Million
Q3 2021

Nov 16, 2021

BUY
$101.41 - $109.45 $94.5 Million - $102 Million
931,644 Added 6837.25%
945,270 $1.38 Million
Q2 2021

Aug 24, 2021

SELL
$91.91 - $101.16 $44,576 - $49,062
-485 Reduced 3.44%
13,626 $1.38 Million
Q1 2021

May 17, 2021

SELL
$85.7 - $93.77 $33,594 - $36,757
-392 Reduced 2.7%
14,111 $1.28 Million
Q4 2020

Feb 18, 2021

BUY
$77.7 - $88.69 $1.13 Million - $1.29 Million
14,503 New
14,503 $1.29 Million
Q3 2020

Nov 17, 2020

SELL
$72.62 - $86.26 $1.05 Million - $1.25 Million
-14,446 Closed
0 $0
Q1 2020

May 18, 2020

BUY
$49.63 - $73.36 $13,151 - $19,440
265 Added 1.87%
14,446 $825,000
Q4 2019

Feb 14, 2020

BUY
$61.11 - $67.92 $866,600 - $963,173
14,181 New
14,181 $959,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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