Ep Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,365 shares of IUSV stock, worth $3.28 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
37,365
Previous 38,512
2.98%
Holding current value
$3.28 Million
Previous $3.25 Million
4.07%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding IUSV
# of Institutions
668Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.27 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.08 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$713 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$407 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$373 Million8.13% of portfolio