Ep Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 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 26,257 shares of IWO stock, worth $6.97 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,257
Previous 26,252
0.02%
Holding current value
$6.97 Million
Previous $7.46 Million
1.37%
% of portfolio
0.06%
Previous 0.07%
Shares
32 transactions
Others Institutions Holding IWO
# of Institutions
1,164Shares Held
35.3MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$963 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$676 Million0.05% of portfolio
-
Barings LLC1.54MShares$410 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$401 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$364 Million1.21% of portfolio