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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 38,756 shares of IWR stock, worth $3.68 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,756
Previous 38,202 1.45%
Holding current value
$3.68 Million
Previous $3.25 Million 9.7%
% of portfolio
0.02%
Previous 0.03%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$74.88 - $91.97 $41,483 - $50,951
554 Added 1.45%
38,756 $3.56 Million
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $272,941 - $306,297
3,296 Added 9.44%
38,202 $3.25 Million
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $164,117 - $179,673
1,881 Added 5.7%
34,906 $3.09 Million
Q3 2024

Nov 14, 2024
BUY
$79.92 - $88.19 $573,665 - $633,027
7,178 Added 27.77%
33,025 $2.91 Million
Q2 2024

Aug 19, 2024
BUY
$78.66 - $83.59 $60,882 - $64,698
774 Added 3.09%
25,847 $2.1 Million
Q1 2024

May 14, 2024
BUY
$75.37 - $84.09 $6,557 - $7,315
87 Added 0.35%
25,073 $2.11 Million
Q4 2023

Feb 28, 2024
SELL
$64.84 - $78.27 $19,581 - $23,637
-302 Reduced 1.19%
24,986 $1.94 Million
Q3 2023

Nov 22, 2023
SELL
$68.54 - $75.91 $39.6 Million - $43.8 Million
-577,573 Reduced 95.81%
25,288 $1.75 Million
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $34 Million - $36.7 Million
503,113 Added 504.38%
602,861 $44 Million
Q1 2023

Jun 05, 2023
BUY
$66.27 - $75.04 $5.13 Million - $5.81 Million
77,433 Added 347.0%
99,748 $6.97 Million
Q4 2022

Jun 12, 2023
SELL
$62.09 - $71.89 $4.83 Million - $5.59 Million
-77,779 Reduced 77.98%
21,969 $1.48 Million
Q3 2022

Dec 02, 2022
BUY
$62.15 - $74.82 $104,349 - $125,622
1,679 Added 8.14%
22,315 $1.39 Million
Q2 2022

Aug 11, 2022
SELL
$62.75 - $78.76 $22,590 - $28,353
-360 Reduced 1.71%
20,636 $1.33 Million
Q1 2022

May 20, 2022
SELL
$72.29 - $82.89 $21,253 - $24,369
-294 Reduced 1.38%
20,996 $1.64 Million
Q4 2021

Feb 17, 2022
BUY
$78.41 - $85.28 $502,372 - $546,388
6,407 Added 43.05%
21,290 $1.77 Million
Q3 2021

Nov 23, 2021
SELL
$76.44 - $82.59 $6.56 Million - $7.09 Million
-85,797 Reduced 85.22%
14,883 $1.16 Million
Q3 2021

Nov 16, 2021
BUY
$76.44 - $82.59 $6.59 Million - $7.12 Million
86,156 Added 593.2%
100,680 $1.16 Million
Q2 2021

Aug 24, 2021
BUY
$74.82 - $79.61 $19,976 - $21,255
267 Added 1.87%
14,524 $1.15 Million
Q1 2021

May 17, 2021
SELL
$67.45 - $75.68 $114,057 - $127,974
-1,691 Reduced 10.6%
14,257 $1.05 Million
Q4 2020

Feb 18, 2021
BUY
$57.75 - $68.61 $149,110 - $177,151
2,582 Added 19.32%
15,948 $1.09 Million
Q3 2020

Nov 17, 2020
SELL
$53.47 - $60.19 $15,613 - $17,575
-292 Reduced 2.14%
13,366 $767,000
Q2 2020

Aug 14, 2020
SELL
$40.64 - $57.63 $40,843 - $57,918
-1,005 Reduced 6.85%
13,658 $732,000
Q1 2020

May 18, 2020
SELL
$36.81 - $61.96 $70,343 - $118,405
-1,911 Reduced 11.53%
14,663 $633,000
Q4 2019

Feb 14, 2020
BUY
$54.12 - $59.69 $7,576 - $8,356
140 Added 0.85%
16,574 $988,000
Q3 2019

Nov 18, 2019
BUY
$53.6 - $57.42 $495,156 - $530,445
9,238 Added 128.38%
16,434 $919,000
Q2 2019

Aug 27, 2019
BUY
$52.53 - $56.11 $24,163 - $25,810
460 Added 6.83%
7,196 $402,000
Q4 2018

Feb 19, 2019
BUY
$43.7 - $54.95 $229,337 - $288,377
5,248 Added 352.69%
6,736 $313,000
Q3 2018

Nov 15, 2018
SELL
$52.87 - $56.02 $793 - $840
-15 Reduced 1.0%
1,488 $328,000
Q2 2018

Aug 14, 2018
SELL
$50.43 - $54.42 $1,008 - $1,088
-20 Reduced 1.31%
1,503 $319,000
Q1 2018

May 15, 2018
SELL
$49.67 - $55.0 $6,258 - $6,930
-126 Reduced 7.64%
1,523 $314,000
Q4 2017

Feb 15, 2018
SELL
$49.53 - $52.32 $16,196 - $17,108
-327 Reduced 16.55%
1,649 $343,000
Q3 2017

Nov 15, 2017
BUY
$48.84 - $49.29 $20,219 - $20,406
414 Added 26.5%
1,976 $390,000
Q2 2017

Aug 17, 2017
BUY
N/A
1,562
1,562 $300,000

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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