Ep Wealth Advisors, LLC Russell Micro Cap ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 851 shares of IWC stock, worth $109,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
851
Holding current value
$109,600
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$112.21 - $129.46 $95,490 - $110,170
851 New
851 $104,000
Q1 2021

May 17, 2021
SELL
$117.96 - $158.51 $150,045 - $201,624
-1,272 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$91.79 - $121.66 $116,756 - $154,751
1,272 New
1,272 $151,000
Q2 2020

Aug 14, 2020
SELL
$60.8 - $91.7 $198,876 - $299,950
-3,271 Closed
0 $0
Q1 2020

May 18, 2020
SELL
$57.05 - $101.1 $27,041 - $47,921
-474 Reduced 12.66%
3,271 $219,000
Q4 2019

Feb 14, 2020
SELL
$85.32 - $100.3 $36,346 - $42,727
-426 Reduced 10.21%
3,745 $373,000
Q3 2019

Nov 18, 2019
BUY
$84.33 - $93.69 $351,740 - $390,780
4,171 New
4,171 $368,000

Others Institutions Holding IWC

# of Institutions
240
Shares Held
4.09M
Call Options Held
13.6K
Put Options Held
3.3K
View Full List

About RUSSELL MICRO CAP ETF

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