Ep Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,223 shares of IWV stock, worth $5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,223
Previous 14,128 6.41%
Holding current value
$5 Million
Previous $4.49 Million 3.43%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 14, 2025
SELL
$281.67 - $351.0 $254,911 - $317,655
-905 Reduced 6.41%
13,223 $4.64 Million
Q1 2025

May 15, 2025
SELL
$313.1 - $349.83 $285,860 - $319,394
-913 Reduced 6.07%
14,128 $4.49 Million
Q4 2024

Feb 13, 2025
SELL
$323.08 - $349.08 $151,201 - $163,369
-468 Reduced 3.02%
15,041 $5.03 Million
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $175,965 - $195,057
597 Added 4.0%
15,509 $5.07 Million
Q2 2024

Aug 19, 2024
SELL
$283.16 - $309.9 $46,721 - $51,133
-165 Reduced 1.09%
14,912 $4.6 Million
Q1 2024

May 14, 2024
SELL
$268.36 - $300.08 $17,711 - $19,805
-66 Reduced 0.44%
15,077 $4.52 Million
Q4 2023

Feb 28, 2024
SELL
$234.36 - $274.87 $38,435 - $45,078
-164 Reduced 1.07%
15,143 $4.15 Million
Q3 2023

Nov 22, 2023
SELL
$243.9 - $263.56 $154 Million - $166 Million
-629,963 Reduced 97.63%
15,307 $3.75 Million
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $141 Million - $155 Million
608,362 Added 1648.32%
645,270 $164 Million
Q1 2023

Jun 05, 2023
BUY
$218.83 - $242.18 $4.01 Million - $4.43 Million
18,305 Added 98.4%
36,908 $8.69 Million
Q4 2022

Jun 12, 2023
SELL
$206.89 - $235.47 $3.87 Million - $4.41 Million
-18,712 Reduced 50.7%
18,196 $4.02 Million
Q3 2022

Dec 02, 2022
BUY
$207.04 - $249.4 $51,138 - $61,601
247 Added 1.35%
18,603 $3.85 Million
Q2 2022

Aug 11, 2022
SELL
$210.65 - $265.31 $38,759 - $48,817
-184 Reduced 0.99%
18,356 $3.99 Million
Q1 2022

May 20, 2022
BUY
$242.02 - $279.09 $394,250 - $454,637
1,629 Added 9.63%
18,540 $4.86 Million
Q4 2021

Feb 17, 2022
BUY
$254.66 - $279.11 $1.12 Million - $1.23 Million
4,401 Added 35.18%
16,911 $4.69 Million
Q3 2021

Nov 23, 2021
SELL
$251.89 - $269.0 $844 Million - $901 Million
-3,349,398 Reduced 99.63%
12,510 $3.19 Million
Q3 2021

Nov 16, 2021
BUY
$251.89 - $269.0 $844 Million - $901 Million
3,349,651 Added 27328.47%
3,361,908 $3.19 Million
Q2 2021

Aug 24, 2021
BUY
$240.32 - $256.01 $544,565 - $580,118
2,266 Added 22.68%
12,257 $3.14 Million
Q1 2021

May 17, 2021
SELL
$220.59 - $239.53 $192,354 - $208,870
-872 Reduced 8.03%
9,991 $2.37 Million
Q4 2020

Feb 18, 2021
SELL
$191.94 - $223.55 $40,307 - $46,945
-210 Reduced 1.9%
10,863 $2.43 Million
Q3 2020

Nov 17, 2020
BUY
$180.98 - $208.68 $63,343 - $73,038
350 Added 3.26%
11,073 $2.17 Million
Q2 2020

Aug 14, 2020
SELL
$141.33 - $188.81 $1.28 Million - $1.71 Million
-9,068 Reduced 45.82%
10,723 $1.93 Million
Q1 2020

May 18, 2020
BUY
$128.35 - $198.13 $88,818 - $137,105
692 Added 3.62%
19,791 $2.94 Million
Q4 2019

Feb 14, 2020
BUY
$168.6 - $189.08 $17,703 - $19,853
105 Added 0.55%
19,099 $3.6 Million
Q3 2019

Nov 18, 2019
BUY
$172.91 - $176.69 $550,026 - $562,050
3,181 Added 20.12%
18,994 $3.3 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-184 Reduced 1.15%
15,813 $2.73 Million
Q1 2019

May 20, 2019
SELL
N/A
-2,047 Reduced 11.34%
15,997 $2.67 Million
Q4 2018

Feb 19, 2019
BUY
N/A
9,373 Added 108.1%
18,044 $2.65 Million
Q1 2018

May 15, 2018
SELL
N/A
-420 Reduced 4.62%
8,671 $1.36 Million
Q4 2017

Feb 15, 2018
BUY
N/A
420 Added 4.84%
9,091 $1.44 Million
Q3 2017

Nov 15, 2017
BUY
N/A
105 Added 1.23%
8,671 $1.29 Million
Q2 2017

Aug 17, 2017
BUY
N/A
8,566
8,566 $1.23 Million

Others Institutions Holding IWV

# of Institutions
935
Shares Held
28.2M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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