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 $6.9 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,257
Previous 26,252 0.02%
Holding current value
$6.9 Million
Previous $7.46 Million 1.37%
% of portfolio
0.06%
Previous 0.07%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$278.19 - $315.36 $1,390 - $1,576
5 Added 0.02%
26,257 $7.56 Million
Q3 2024

Nov 14, 2024
BUY
$256.4 - $289.78 $647,666 - $731,984
2,526 Added 10.65%
26,252 $7.46 Million
Q2 2024

Aug 19, 2024
SELL
$245.29 - $268.7 $89,776 - $98,344
-366 Reduced 1.52%
23,726 $6.23 Million
Q1 2024

May 14, 2024
SELL
$239.5 - $270.8 $152,082 - $171,958
-635 Reduced 2.57%
24,092 $6.52 Million
Q4 2023

Feb 28, 2024
BUY
$204.07 - $257.57 $366,713 - $462,853
1,797 Added 7.84%
24,727 $6.24 Million
Q3 2023

Nov 22, 2023
BUY
$221.24 - $254.04 $2.86 Million - $3.28 Million
12,930 Added 129.3%
22,930 $5.14 Million
Q2 2023

Aug 14, 2023
SELL
$219.8 - $242.66 $12.1 Million - $13.4 Million
-55,053 Reduced 84.63%
10,000 $2.43 Million
Q1 2023

Jun 05, 2023
BUY
$212.51 - $245.01 $9.16 Million - $10.6 Million
43,093 Added 196.23%
65,053 $14.8 Million
Q4 2022

Jun 12, 2023
SELL
$205.84 - $231.03 $8.76 Million - $9.84 Million
-42,579 Reduced 65.45%
22,474 $4.82 Million
Q3 2022

Dec 02, 2022
SELL
$202.93 - $248.43 $655,869 - $802,925
-3,232 Reduced 12.83%
21,960 $4.54 Million
Q2 2022

Aug 11, 2022
BUY
$194.2 - $261.13 $370,339 - $497,974
1,907 Added 8.19%
25,192 $5.2 Million
Q1 2022

May 20, 2022
BUY
$234.1 - $296.68 $1.07 Million - $1.36 Million
4,574 Added 24.45%
23,285 $5.96 Million
Q4 2021

Feb 17, 2022
SELL
$280.02 - $327.35 $543,238 - $635,059
-1,940 Reduced 9.39%
18,711 $5.48 Million
Q3 2021

Nov 23, 2021
SELL
$284.4 - $314.06 $34 Million - $37.5 Million
-119,441 Reduced 85.26%
20,651 $6.06 Million
Q3 2021

Nov 16, 2021
BUY
$284.4 - $314.06 $33.1 Million - $36.6 Million
116,523 Added 494.39%
140,092 $6.06 Million
Q2 2021

Aug 24, 2021
SELL
$278.74 - $313.3 $94,214 - $105,895
-338 Reduced 1.41%
23,569 $7.35 Million
Q1 2021

May 17, 2021
BUY
$282.5 - $336.63 $19,775 - $23,564
70 Added 0.29%
23,907 $7.19 Million
Q4 2020

Feb 18, 2021
SELL
$223.17 - $294.86 $45,303 - $59,856
-203 Reduced 0.84%
23,837 $6.83 Million
Q3 2020

Nov 17, 2020
SELL
$203.91 - $230.98 $1.09 Million - $1.24 Million
-5,348 Reduced 18.2%
24,040 $5.33 Million
Q2 2020

Aug 14, 2020
SELL
$145.61 - $213.67 $149,687 - $219,652
-1,028 Reduced 3.38%
29,388 $6.08 Million
Q1 2020

May 18, 2020
BUY
$135.58 - $225.25 $251,636 - $418,064
1,856 Added 6.5%
30,416 $4.81 Million
Q4 2019

Feb 14, 2020
BUY
$186.63 - $216.19 $2.45 Million - $2.84 Million
13,139 Added 85.2%
28,560 $6.12 Million
Q3 2019

Nov 18, 2019
BUY
$189.94 - $205.08 $99,718 - $107,667
525 Added 3.52%
15,421 $2.97 Million
Q2 2019

Aug 27, 2019
SELL
$187.22 - $206.14 $323,328 - $356,003
-1,727 Reduced 10.39%
14,896 $2.99 Million
Q1 2019

May 20, 2019
SELL
$164.26 - $202.05 $568,011 - $698,688
-3,458 Reduced 17.22%
16,623 $3.27 Million
Q4 2018

Feb 19, 2019
BUY
$156.33 - $211.73 $2.74 Million - $3.71 Million
17,522 Added 684.72%
20,081 $3.37 Million
Q3 2018

Nov 15, 2018
BUY
$204.76 - $220.33 $125,108 - $134,621
611 Added 31.37%
2,559 $550,000
Q2 2018

Aug 14, 2018
BUY
$185.51 - $214.36 $28,939 - $33,440
156 Added 8.71%
1,948 $398,000
Q1 2018

May 15, 2018
BUY
$179.86 - $200.59 $8,633 - $9,628
48 Added 2.75%
1,792 $342,000
Q4 2017

Feb 15, 2018
BUY
$177.13 - $188.2 $54,910 - $58,342
310 Added 21.62%
1,744 $326,000
Q3 2017

Nov 15, 2017
BUY
$173.97 - $178.96 $14,613 - $15,032
84 Added 6.22%
1,434 $257,000
Q2 2017

Aug 17, 2017
BUY
N/A
1,350
1,350 $228,000

Others Institutions Holding IWO

# of Institutions
1,167
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email