Ep Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 24,092 shares of IWO stock, worth $6.3 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,092
Previous 24,727
2.57%
Holding current value
$6.3 Million
Previous $6.24 Million
4.62%
% of portfolio
0.08%
Previous 0.08%
Shares
29 transactions
Others Institutions Holding IWO
# of Institutions
1,001Shares Held
33.4MCall Options Held
196KPut Options Held
68.4K-
Morgan Stanley New York, NY3.35MShares$875 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.2MShares$837 Million0.08% of portfolio
-
Barings LLC1.47MShares$385 Million10.58% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.4MShares$365 Million1.16% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$359 Million1.21% of portfolio