Ep Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,036 shares of IVLU stock, worth $187,478. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,036
Previous 4,775 26.41%
Holding current value
$187,478
Previous $141,000 15.6%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.65 - $29.34 $33,605 - $36,997
1,261 Added 26.41%
6,036 $163,000
Q3 2024

Nov 14, 2024
BUY
$26.43 - $29.86 $14,906 - $16,841
564 Added 13.39%
4,775 $141,000
Q2 2024

Aug 19, 2024
BUY
$27.14 - $29.24 $14,221 - $15,321
524 Added 14.21%
4,211 $115,000
Q1 2024

May 14, 2024
BUY
$25.93 - $28.27 $95,603 - $104,231
3,687 New
3,687 $104,000

Others Institutions Holding IVLU

# of Institutions
291
Shares Held
58.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

IVLU Quotes by TradingView
  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
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