Ep Wealth Advisors, LLC Ishares Global Healthcare ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,388 shares of IXJ stock, worth $400,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,388
Previous 4,519 2.9%
Holding current value
$400,668
Previous $412,000 8.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$82.3 - $90.02 $10,781 - $11,792
-131 Reduced 2.9%
4,388 $377,000
Q1 2025

May 15, 2025
BUY
$86.01 - $94.19 $18,062 - $19,779
210 Added 4.87%
4,519 $412,000
Q4 2024

Feb 13, 2025
BUY
$85.65 - $98.34 $171 - $196
2 Added 0.05%
4,309 $370,000
Q3 2024

Nov 14, 2024
BUY
$91.63 - $101.25 $15,577 - $17,212
170 Added 4.11%
4,307 $422,000
Q1 2024

May 14, 2024
SELL
$87.55 - $93.2 $22,587 - $24,045
-258 Reduced 5.87%
4,137 $385,000
Q4 2023

Feb 28, 2024
BUY
$78.24 - $86.72 $40,684 - $45,094
520 Added 13.42%
4,395 $381,000
Q3 2023

Nov 22, 2023
SELL
$82.27 - $86.96 $23.6 Million - $25 Million
-287,417 Reduced 98.67%
3,875 $319,000
Q2 2023

Aug 14, 2023
BUY
$82.57 - $87.62 $23.8 Million - $25.2 Million
287,647 Added 7891.55%
291,292 $24.8 Million
Q1 2023

Jun 05, 2023
BUY
$79.07 - $85.5 $288,210 - $311,647
3,645 New
3,645 $303,000
Q4 2022

Jun 12, 2023
SELL
$75.71 - $87.41 $13,779 - $15,908
-182 Reduced 4.99%
3,463 $293,000
Q2 2022

Aug 11, 2022
SELL
$75.99 - $91.39 $5,319 - $6,397
-70 Reduced 2.11%
3,240 $263,000
Q1 2022

May 20, 2022
SELL
$80.95 - $89.4 $57,474 - $63,474
-710 Reduced 17.66%
3,310 $290,000
Q4 2021

Feb 17, 2022
BUY
$82.63 - $90.54 $50,404 - $55,229
610 Added 17.89%
4,020 $363,000
Q3 2021

Nov 23, 2021
SELL
$83.44 - $89.6 $577,237 - $619,852
-6,918 Reduced 66.98%
3,410 $286,000
Q3 2021

Nov 16, 2021
BUY
$83.44 - $89.6 $592,757 - $636,518
7,104 Added 220.35%
10,328 $286,000
Q2 2021

Aug 24, 2021
SELL
$76.9 - $83.42 $10,842 - $11,762
-141 Reduced 4.19%
3,224 $268,000
Q1 2021

May 17, 2021
SELL
$73.43 - $79.62 $8,003 - $8,678
-109 Reduced 3.14%
3,365 $259,000
Q4 2020

Feb 18, 2021
SELL
$68.25 - $76.45 $17,062 - $19,112
-250 Reduced 6.71%
3,474 $266,000
Q2 2020

Aug 14, 2020
SELL
$58.71 - $70.81 $28,415 - $34,272
-484 Reduced 11.5%
3,724 $256,000
Q1 2020

May 18, 2020
SELL
$51.5 - $70.89 $39,655 - $54,585
-770 Reduced 15.47%
4,208 $256,000
Q4 2019

Feb 14, 2020
SELL
$59.37 - $69.08 $97,129 - $113,014
-1,636 Reduced 24.74%
4,978 $342,000
Q3 2019

Nov 18, 2019
SELL
$59.43 - $62.78 $26,268 - $27,748
-442 Reduced 6.26%
6,614 $404,000
Q2 2019

Aug 27, 2019
BUY
$57.44 - $62.09 $405,296 - $438,107
7,056 New
7,056 $435,000

Others Institutions Holding IXJ

# of Institutions
302
Shares Held
33.4M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES GLOBAL HEALTHCARE ETF

IXJ Quotes by TradingView
  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email