Ep Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 86,045 shares of IVV stock, worth $48.1 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
86,045
Previous 104,160 17.39%
Holding current value
$48.1 Million
Previous $60.1 Million 15.69%
% of portfolio
0.43%
Previous 0.53%

Shares

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

Feb 13, 2025
SELL
$570.51 - $610.59 $10.3 Million - $11.1 Million
-18,115 Reduced 17.39%
86,045 $50.7 Million
Q3 2024

Nov 14, 2024
BUY
$520.18 - $576.82 $12.6 Million - $13.9 Million
24,134 Added 30.16%
104,160 $60.1 Million
Q2 2024

Aug 19, 2024
BUY
$497.53 - $549.64 $338,320 - $373,755
680 Added 0.86%
80,026 $43.8 Million
Q1 2024

May 14, 2024
SELL
$469.56 - $525.73 $627,332 - $702,375
-1,336 Reduced 1.66%
79,346 $41.7 Million
Q4 2023

Feb 28, 2024
BUY
$412.55 - $479.0 $224,427 - $260,576
544 Added 0.68%
80,682 $38.5 Million
Q3 2023

Nov 22, 2023
BUY
$427.76 - $460.18 $32.2 Million - $34.6 Million
75,166 Added 1511.79%
80,138 $34.4 Million
Q2 2023

Aug 14, 2023
SELL
$406.17 - $445.71 $121,444 - $133,267
-299 Reduced 5.67%
4,972 $2.22 Million
Q1 2023

Jun 05, 2023
SELL
$381.13 - $418.66 $25 Million - $27.5 Million
-65,717 Reduced 92.57%
5,271 $2.17 Million
Q4 2022

Jun 12, 2023
BUY
$357.98 - $409.32 $22.5 Million - $25.7 Million
62,847 Added 1192.32%
68,118 $26.2 Million
Q3 2022

Dec 02, 2022
BUY
$358.65 - $432.04 $921,371 - $1.11 Million
2,569 Added 3.75%
70,988 $25.5 Million
Q2 2022

Aug 11, 2022
BUY
$366.99 - $458.8 $187,531 - $234,446
511 Added 0.75%
68,419 $25.9 Million
Q1 2022

May 20, 2022
BUY
$418.06 - $479.84 $456,521 - $523,985
1,092 Added 1.63%
67,908 $30.8 Million
Q4 2021

Feb 17, 2022
BUY
$430.29 - $479.53 $584,764 - $651,681
1,359 Added 2.08%
66,816 $31.9 Million
Q3 2021

Nov 23, 2021
BUY
$426.8 - $455.27 $24.3 Million - $26 Million
57,020 Added 675.83%
65,457 $28.2 Million
Q3 2021

Nov 16, 2021
SELL
$426.8 - $455.27 $24.9 Million - $26.6 Million
-58,361 Reduced 87.37%
8,437 $28.2 Million
Q2 2021

Aug 24, 2021
BUY
$402.08 - $429.92 $55,889 - $59,758
139 Added 0.21%
66,798 $28.7 Million
Q1 2021

May 17, 2021
BUY
$370.22 - $398.75 $10.8 Million - $11.7 Million
29,218 Added 78.04%
66,659 $26.5 Million
Q4 2020

Feb 18, 2021
SELL
$327.62 - $375.39 $1.68 Million - $1.93 Million
-5,135 Reduced 12.06%
37,441 $14.1 Million
Q3 2020

Nov 17, 2020
BUY
$311.81 - $359.24 $4.83 Million - $5.57 Million
15,506 Added 57.28%
42,576 $14.3 Million
Q2 2020

Aug 14, 2020
BUY
$246.8 - $324.4 $48,619 - $63,906
197 Added 0.73%
27,070 $8.38 Million
Q1 2020

May 18, 2020
SELL
$224.65 - $339.88 $497,375 - $752,494
-2,214 Reduced 7.61%
26,873 $6.94 Million
Q4 2019

Feb 14, 2020
BUY
$289.63 - $324.32 $540,159 - $604,856
1,865 Added 6.85%
29,087 $9.4 Million
Q3 2019

Nov 18, 2019
SELL
$285.57 - $303.77 $53,687 - $57,108
-188 Reduced 0.69%
27,222 $8.13 Million
Q2 2019

Aug 27, 2019
BUY
$276.38 - $296.02 $5.74 Million - $6.15 Million
20,768 Added 312.68%
27,410 $8.08 Million
Q1 2019

May 20, 2019
SELL
$245.43 - $286.57 $87,618 - $102,305
-357 Reduced 5.1%
6,642 $1.89 Million
Q4 2018

Feb 19, 2019
SELL
$236.09 - $293.95 $7,082 - $8,818
-30 Reduced 0.43%
6,999 $1.76 Million
Q3 2018

Nov 15, 2018
BUY
$272.73 - $295.76 $317,184 - $343,968
1,163 Added 19.83%
7,029 $2.06 Million
Q2 2018

Aug 14, 2018
BUY
$259.21 - $280.89 $21,255 - $23,032
82 Added 1.42%
5,866 $1.6 Million
Q1 2018

May 15, 2018
SELL
$259.62 - $288.66 $267,408 - $297,319
-1,030 Reduced 15.12%
5,784 $1.54 Million
Q4 2017

Feb 15, 2018
BUY
$253.97 - $271.47 $50,286 - $53,751
198 Added 2.99%
6,814 $1.83 Million
Q3 2017

Nov 15, 2017
SELL
$246.18 - $253.1 $36,680 - $37,711
-149 Reduced 2.2%
6,616 $1.67 Million
Q2 2017

Aug 17, 2017
BUY
N/A
6,765
6,765 $1.65 Million

Others Institutions Holding IVV

# of Institutions
3,862
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

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