Ep Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 103,832 shares of IWF stock, worth $38.5 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
103,832
Previous 105,769
1.83%
Holding current value
$38.5 Million
Previous $32.1 Million
9.14%
% of portfolio
0.41%
Previous 0.41%
Shares
29 transactions
Others Institutions Holding IWF
# of Institutions
2,062Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11.2 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.98 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.68 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.91 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.3 Billion0.53% of portfolio