Ep Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,616 shares of IWB stock, worth $9.42 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,616
Previous 24,482 4.63%
Holding current value
$9.42 Million
Previous $7.51 Million 15.83%
% of portfolio
0.06%
Previous 0.06%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$272.36 - $339.57 $308,856 - $385,072
1,134 Added 4.63%
25,616 $8.7 Million
Q1 2025

May 15, 2025
SELL
$302.31 - $337.54 $9,069 - $10,126
-30 Reduced 0.12%
24,482 $7.51 Million
Q4 2024

Feb 13, 2025
SELL
$311.11 - $335.64 $76,844 - $82,903
-247 Reduced 1.0%
24,512 $7.9 Million
Q3 2024

Nov 14, 2024
BUY
$283.28 - $314.39 $1.26 Million - $1.4 Million
4,465 Added 22.0%
24,759 $7.78 Million
Q2 2024

Aug 19, 2024
BUY
$272.21 - $298.72 $682,430 - $748,891
2,507 Added 14.09%
20,294 $6.04 Million
Q1 2024

May 14, 2024
BUY
$257.46 - $288.1 $282,176 - $315,757
1,096 Added 6.57%
17,787 $5.12 Million
Q4 2023

Feb 28, 2024
BUY
$225.16 - $263.17 $128,791 - $150,533
572 Added 3.55%
16,691 $4.38 Million
Q3 2023

Nov 22, 2023
BUY
$234.05 - $252.17 $1.51 Million - $1.62 Million
6,432 Added 66.4%
16,119 $3.79 Million
Q2 2023

Aug 14, 2023
SELL
$221.85 - $243.74 $24.5 Million - $26.9 Million
-110,393 Reduced 91.93%
9,687 $2.36 Million
Q1 2023

Jun 05, 2023
BUY
$208.78 - $230.55 $21.7 Million - $24 Million
103,913 Added 642.75%
120,080 $27 Million
Q4 2022

Jun 12, 2023
SELL
$196.94 - $224.49 $20.3 Million - $23.2 Million
-103,260 Reduced 85.99%
16,820 $3.54 Million
Q3 2022

Dec 02, 2022
BUY
$197.33 - $237.63 $316,911 - $381,633
1,606 Added 11.03%
16,167 $3.19 Million
Q2 2022

Aug 11, 2022
BUY
$201.03 - $253.2 $173,287 - $218,258
862 Added 6.29%
14,561 $3.03 Million
Q1 2022

May 20, 2022
SELL
$230.48 - $266.11 $48,170 - $55,616
-209 Reduced 1.5%
13,699 $3.43 Million
Q4 2021

Feb 17, 2022
SELL
$241.33 - $266.02 $110,287 - $121,571
-457 Reduced 3.18%
13,908 $3.68 Million
Q3 2021

Nov 23, 2021
BUY
$239.32 - $255.42 $3.29 Million - $3.51 Million
13,761 Added 2278.31%
14,365 $3.47 Million
Q3 2021

Nov 16, 2021
SELL
$239.32 - $255.42 $3.16 Million - $3.38 Million
-13,220 Reduced 95.63%
604 $3.47 Million
Q2 2021

Aug 24, 2021
BUY
$226.48 - $242.11 $856,773 - $915,902
3,783 Added 37.68%
13,824 $3.35 Million
Q1 2021

May 17, 2021
BUY
$208.89 - $225.24 $19,008 - $20,496
91 Added 0.91%
10,041 $2.25 Million
Q4 2020

Feb 18, 2021
BUY
$182.85 - $211.84 $163,467 - $189,384
894 Added 9.87%
9,950 $2.11 Million
Q3 2020

Nov 17, 2020
SELL
$172.79 - $199.44 $55,465 - $64,020
-321 Reduced 3.42%
9,056 $1.7 Million
Q2 2020

Aug 14, 2020
SELL
$135.3 - $179.75 $7,170 - $9,526
-53 Reduced 0.56%
9,377 $1.61 Million
Q1 2020

May 18, 2020
BUY
$122.99 - $188.06 $56,083 - $85,755
456 Added 5.08%
9,430 $1.34 Million
Q4 2019

Feb 14, 2020
SELL
$159.7 - $178.97 $41,362 - $46,353
-259 Reduced 2.81%
8,974 $1.6 Million
Q3 2019

Nov 18, 2019
BUY
$163.68 - $167.08 $717,736 - $732,645
4,385 Added 90.45%
9,233 $1.52 Million
Q2 2019

Aug 27, 2019
BUY
N/A
1,626 Added 50.47%
4,848 $789,000
Q1 2019

May 20, 2019
SELL
N/A
-3,519 Reduced 52.2%
3,222 $507,000
Q4 2018

Feb 19, 2019
BUY
N/A
6,741 New
6,741 $935,000
Q3 2018

Nov 15, 2018
SELL
N/A
-1,517 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-40 Reduced 2.57%
1,517 $231,000
Q1 2018

May 15, 2018
BUY
N/A
113 Added 7.83%
1,557 $229,000
Q4 2017

Feb 15, 2018
BUY
N/A
9 Added 0.63%
1,444 $215,000
Q3 2017

Nov 15, 2017
BUY
N/A
1,435
1,435 $201,000

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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