Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
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 1,534 shares of IWY stock, worth $332,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,534
Previous 1,533
0.07%
Holding current value
$332,663
Previous $299,000
10.03%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
513Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.36 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.29 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.21 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.14 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$619 Million0.22% of portfolio