A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,397 shares of IXN stock, worth $364,555. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,397
Previous 3,849 14.24%
Holding current value
$364,555
Previous $318,000 13.84%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$73.0 - $87.81 $40,004 - $48,119
548 Added 14.24%
4,397 $362,000
Q2 2024

Aug 19, 2024

BUY
$68.72 - $84.8 $137 - $169
2 Added 0.05%
3,849 $318,000
Q4 2023

Feb 28, 2024

BUY
$56.54 - $68.43 $169 - $205
3 Added 0.08%
3,847 $262,000
Q3 2023

Nov 22, 2023

SELL
$57.09 - $64.44 $1.94 Million - $2.19 Million
-33,940 Reduced 89.83%
3,844 $222,000
Q2 2023

Aug 14, 2023

BUY
$51.78 - $62.58 $1.58 Million - $1.91 Million
30,543 Added 421.81%
37,784 $2.35 Million
Q1 2023

Jun 05, 2023

BUY
$43.97 - $54.36 $318,386 - $393,620
7,241 New
7,241 $393,000
Q4 2022

Jun 12, 2023

SELL
$41.56 - $49.22 $150,530 - $178,274
-3,622 Reduced 50.02%
3,619 $162,000
Q2 2022

Aug 11, 2022

SELL
$44.6 - $58.78 $104,810 - $138,133
-2,350 Reduced 36.02%
4,174 $191,000
Q1 2022

May 20, 2022

BUY
$51.69 - $65.08 $121,988 - $153,588
2,360 Added 56.68%
6,524 $378,000
Q3 2021

Nov 23, 2021

SELL
$56.11 - $60.64 $1.98 Million - $2.14 Million
-35,336 Reduced 89.46%
4,164 $236,000
Q3 2021

Nov 16, 2021

BUY
$56.11 - $60.64 $2.18 Million - $2.35 Million
38,806 Added 5591.64%
39,500 $236,000
Q2 2021

Aug 24, 2021

SELL
$50.33 - $56.35 $21,742 - $24,343
-432 Reduced 38.37%
694 $234,000
Q1 2021

May 17, 2021

BUY
$48.57 - $53.88 $12,239 - $13,577
252 Added 28.83%
1,126 $346,000
Q4 2020

Feb 18, 2021

BUY
$41.76 - $50.01 $584 - $700
14 Added 1.63%
874 $262,000
Q3 2020

Nov 17, 2020

SELL
$39.38 - $47.07 $354 - $423
-9 Reduced 1.04%
860 $227,000
Q2 2020

Aug 14, 2020

SELL
$28.79 - $39.26 $11,919 - $16,253
-414 Reduced 32.27%
869 $205,000
Q1 2020

May 18, 2020

SELL
$26.71 - $38.65 $12,526 - $18,126
-469 Reduced 26.77%
1,283 $234,000
Q4 2019

Feb 14, 2020

SELL
$29.92 - $35.2 $33,689 - $39,635
-1,126 Reduced 39.12%
1,752 $369,000
Q3 2019

Nov 18, 2019

SELL
$28.78 - $31.43 $1,841 - $2,011
-64 Reduced 2.18%
2,878 $532,000
Q2 2019

Aug 27, 2019

BUY
$27.25 - $30.24 $80,169 - $88,966
2,942 New
2,942 $528,000

Others Institutions Holding IXN

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
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