Ep Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 316,353 shares of IWP stock, worth $42.1 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
316,353
Previous 139,776 126.33%
Holding current value
$42.1 Million
Previous $17.7 Million 109.8%
% of portfolio
0.31%
Previous 0.15%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$114.9 - $139.6 $20.3 Million - $24.7 Million
176,577 Added 126.33%
316,353 $37.2 Million
Q4 2024

Feb 13, 2025
BUY
$116.4 - $138.52 $142,822 - $169,964
1,227 Added 0.89%
139,776 $17.7 Million
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $5.51 Million - $6.24 Million
53,028 Added 62.01%
138,549 $16.3 Million
Q2 2024

Aug 19, 2024
SELL
$105.7 - $113.43 $288,455 - $309,550
-2,729 Reduced 3.09%
85,521 $9.44 Million
Q1 2024

May 14, 2024
SELL
$100.66 - $114.14 $296,745 - $336,484
-2,948 Reduced 3.23%
88,250 $10.1 Million
Q4 2023

Feb 28, 2024
BUY
$85.66 - $105.12 $33,236 - $40,786
388 Added 0.43%
91,198 $9.53 Million
Q3 2023

Nov 22, 2023
BUY
$89.97 - $100.32 $7.41 Million - $8.26 Million
82,343 Added 972.52%
90,810 $8.3 Million
Q2 2023

Aug 14, 2023
SELL
$87.72 - $96.63 $1.58 Million - $1.74 Million
-18,021 Reduced 68.03%
8,467 $818,000
Q1 2023

Jun 05, 2023
SELL
$82.89 - $94.68 $6.38 Million - $7.29 Million
-77,026 Reduced 74.41%
26,488 $2.41 Million
Q4 2022

Jun 12, 2023
BUY
$77.4 - $89.88 $6.39 Million - $7.42 Million
82,500 Added 311.46%
108,988 $9.11 Million
Q3 2022

Dec 02, 2022
SELL
$78.02 - $94.38 $3.43 Million - $4.15 Million
-43,973 Reduced 29.81%
103,514 $8.12 Million
Q2 2022

Aug 11, 2022
BUY
$75.41 - $102.47 $1.59 Million - $2.16 Million
21,105 Added 16.7%
147,487 $11.7 Million
Q1 2022

May 20, 2022
BUY
$89.52 - $114.03 $1.61 Million - $2.05 Million
17,975 Added 16.58%
126,382 $12.7 Million
Q4 2021

Feb 17, 2022
SELL
$109.8 - $123.28 $1,207 - $1,356
-11 Reduced 0.01%
108,407 $12.5 Million
Q3 2021

Nov 23, 2021
BUY
$109.39 - $119.47 $10.7 Million - $11.7 Million
97,918 Added 932.55%
108,418 $12.2 Million
Q3 2021

Nov 16, 2021
SELL
$109.39 - $119.47 $11.7 Million - $12.8 Million
-106,882 Reduced 91.05%
10,500 $12.2 Million
Q2 2021

Aug 24, 2021
SELL
$99.98 - $113.73 $584,883 - $665,320
-5,850 Reduced 4.75%
117,382 $13.3 Million
Q1 2021

May 17, 2021
BUY
$96.94 - $112.05 $196,012 - $226,565
2,022 Added 1.67%
123,232 $12.6 Million
Q4 2020

Feb 18, 2021
BUY
$86.54 - $104.78 $5.22 Million - $6.32 Million
60,300 Added 99.0%
121,210 $12.4 Million
Q3 2020

Nov 17, 2020
SELL
$79.56 - $90.13 $436,147 - $494,092
-5,482 Reduced 8.26%
60,910 $10.5 Million
Q2 2020

Aug 14, 2020
SELL
$57.59 - $81.27 $623,872 - $880,397
-10,833 Reduced 14.03%
66,392 $10.5 Million
Q1 2020

May 18, 2020
SELL
$52.32 - $81.58 $951,282 - $1.48 Million
-18,182 Reduced 19.06%
77,225 $9.39 Million
Q4 2019

Feb 14, 2020
BUY
$68.8 - $76.63 $1.09 Million - $1.22 Million
15,889 Added 19.98%
95,407 $14.6 Million
Q3 2019

Nov 18, 2019
SELL
$70.16 - $72.24 $83,069 - $85,532
-1,184 Reduced 1.47%
79,518 $11.2 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-466,075 Reduced 85.24%
80,702 $11.5 Million
Q1 2019

May 20, 2019
BUY
N/A
23,574 Added 4.51%
546,777 $74.2 Million
Q4 2018

Feb 19, 2019
BUY
N/A
513,124 Added 5091.02%
523,203 $59.5 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-822 Reduced 7.54%
10,079 $1.37 Million
Q2 2018

Aug 14, 2018
BUY
N/A
316 Added 2.99%
10,901 $1.38 Million
Q1 2018

May 15, 2018
SELL
N/A
-6,825 Reduced 39.2%
10,585 $1.3 Million
Q4 2017

Feb 15, 2018
BUY
N/A
12,364 Added 245.03%
17,410 $2.1 Million
Q3 2017

Nov 15, 2017
BUY
N/A
610 Added 13.75%
5,046 $571,000
Q2 2017

Aug 17, 2017
BUY
N/A
4,436
4,436 $479,000

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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