Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 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 1,741 shares of IWY stock, worth $444,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,741

Previous 1,644 5.9%

Holding current value

$444,616

Previous $386,000 4.92%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$210.19 - $243.33 $20,388 - $23,603	97 Added 5.9%	1,741 $367,000
Q4 2024 Feb 13, 2025	BUY	$216.72 - $244.71 $45,727 - $51,633	211 Added 14.72%	1,644 $386,000
Q3 2024 Nov 14, 2024	SELL	$194.66 - $225.97 $19,660 - $22,822	-101 Reduced 6.58%	1,433 $315,000
Q2 2024 Aug 19, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.07%	1,534 $329,000
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $1,533 - $1,771	-9 Reduced 0.58%	1,533 $299,000
Q4 2023 Feb 28, 2024	BUY	$149.01 - $175.92 $298 - $351	2 Added 0.13%	1,542 $270,000
Q3 2023 Nov 22, 2023	SELL	$152.69 - $164.44 $1.61 Million - $1.73 Million	-10,549 Reduced 87.26%	1,540 $236,000
Q2 2023 Aug 14, 2023	SELL	$136.24 - $158.56 $765,396 - $890,790	-5,618 Reduced 31.73%	12,089 $1.92 Million
Q1 2023 Jun 05, 2023	BUY	$117.74 - $138.93 $2.08 Million - $2.46 Million	17,707 New	17,707 $2.46 Million

Others Institutions Holding IWY

# of Institutions

601

Shares Held

52.5M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Ep Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History