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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 218,669 shares of IWF stock, worth $87.1 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
218,669
Previous 171,604 27.43%
Holding current value
$87.1 Million
Previous $62.6 Million 31.23%
% of portfolio
0.73%
Previous 0.67%

Shares

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

Nov 14, 2024
BUY
$332.02 - $382.76 $15.6 Million - $18 Million
47,065 Added 27.43%
218,669 $82.1 Million
Q2 2024

Aug 19, 2024
BUY
$316.15 - $367.33 $21.4 Million - $24.9 Million
67,772 Added 65.27%
171,604 $62.6 Million
Q1 2024

May 14, 2024
SELL
$294.43 - $339.01 $570,310 - $656,662
-1,937 Reduced 1.83%
103,832 $35 Million
Q4 2023

Feb 28, 2024
BUY
$256.94 - $304.21 $1.55 Million - $1.84 Million
6,042 Added 6.06%
105,769 $32.1 Million
Q3 2023

Nov 22, 2023
BUY
$263.8 - $285.38 $21.4 Million - $23.1 Million
81,057 Added 434.16%
99,727 $26.5 Million
Q2 2023

Aug 14, 2023
SELL
$239.31 - $275.18 $14.4 Million - $16.6 Million
-60,319 Reduced 76.36%
18,670 $5.14 Million
Q1 2023

Jun 05, 2023
BUY
$209.92 - $244.33 $1.46 Million - $1.7 Million
6,938 Added 9.63%
78,989 $19.3 Million
Q4 2022

Jun 12, 2023
BUY
$207.03 - $232.89 $14.4 Million - $16.2 Million
69,520 Added 88.01%
148,509 $31.8 Million
Q3 2022

Dec 02, 2022
SELL
$210.4 - $257.47 $7.69 Million - $9.41 Million
-36,567 Reduced 33.67%
72,051 $15.2 Million
Q2 2022

Aug 11, 2022
BUY
$209.9 - $283.21 $10.4 Million - $14 Million
49,409 Added 83.45%
108,618 $23.8 Million
Q1 2022

May 20, 2022
BUY
$246.62 - $307.78 $4.09 Million - $5.1 Million
16,582 Added 38.9%
59,209 $16.4 Million
Q4 2021

Feb 17, 2022
SELL
$270.99 - $309.52 $172,620 - $197,164
-637 Reduced 1.47%
42,627 $13 Million
Q3 2021

Nov 23, 2021
BUY
$272.07 - $292.68 $4.4 Million - $4.73 Million
16,165 Added 59.65%
43,264 $11.9 Million
Q3 2021

Nov 16, 2021
SELL
$272.07 - $292.68 $5.66 Million - $6.09 Million
-20,804 Reduced 43.43%
27,099 $11.9 Million
Q2 2021

Aug 24, 2021
BUY
$244.58 - $272.16 $383,501 - $426,746
1,568 Added 3.38%
47,903 $13 Million
Q1 2021

May 17, 2021
SELL
$230.04 - $254.69 $333,788 - $369,555
-1,451 Reduced 3.04%
46,335 $11.3 Million
Q4 2020

Feb 18, 2021
SELL
$209.58 - $241.25 $74,610 - $85,885
-356 Reduced 0.74%
47,786 $11.5 Million
Q3 2020

Nov 17, 2020
SELL
$194.64 - $233.83 $227,339 - $273,113
-1,168 Reduced 2.37%
48,142 $10.4 Million
Q2 2020

Aug 14, 2020
BUY
$144.16 - $193.61 $139,402 - $187,220
967 Added 2.0%
49,310 $9.47 Million
Q1 2020

May 18, 2020
BUY
$131.63 - $192.29 $1.25 Million - $1.82 Million
9,486 Added 24.41%
48,343 $7.28 Million
Q4 2019

Feb 14, 2020
BUY
$155.29 - $176.84 $1.21 Million - $1.38 Million
7,805 Added 25.14%
38,857 $6.84 Million
Q3 2019

Nov 18, 2019
BUY
$158.47 - $162.55 $1 Million - $1.03 Million
6,311 Added 25.51%
31,052 $4.96 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-1,570 Reduced 5.97%
24,741 $3.89 Million
Q1 2019

May 20, 2019
BUY
N/A
764 Added 2.99%
26,311 $3.98 Million
Q4 2018

Feb 19, 2019
BUY
N/A
19,645 Added 332.85%
25,547 $3.34 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-582 Reduced 8.98%
5,902 $921,000
Q2 2018

Aug 14, 2018
BUY
N/A
55 Added 0.86%
6,484 $932,000
Q1 2018

May 15, 2018
SELL
N/A
-4,258 Reduced 39.84%
6,429 $875,000
Q4 2017

Feb 15, 2018
BUY
N/A
388 Added 3.77%
10,687 $1.44 Million
Q3 2017

Nov 15, 2017
BUY
N/A
370 Added 3.73%
10,299 $1.29 Million
Q2 2017

Aug 17, 2017
BUY
N/A
9,929
9,929 $1.18 Million

Others Institutions Holding IWF

# of Institutions
2,217
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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