Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,140 shares of IWY stock, worth $3.58 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,140
Previous 1,741
654.74%
Holding current value
$3.58 Million
Previous $367,000
782.56%
% of portfolio
0.02%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
632Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio