Ep Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 110,016 shares of IVW stock, worth $10.5 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
110,016
Previous 114,569
3.97%
Holding current value
$10.5 Million
Previous $8.6 Million
7.96%
% of portfolio
0.11%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding IVW
# of Institutions
1,679Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.47 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.2 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.01 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.45 Billion0.31% of portfolio