A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,150 shares of IXUS stock, worth $2.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,150
Previous 27,578 20.2%
Holding current value
$2.21 Million
Previous $1.86 Million 29.2%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$64.9 - $73.35 $361,622 - $408,706
5,572 Added 20.2%
33,150 $2.41 Million
Q2 2024

Aug 19, 2024

BUY
$65.1 - $70.07 $20,311 - $21,861
312 Added 1.14%
27,578 $1.86 Million
Q1 2024

May 14, 2024

BUY
$62.39 - $67.92 $129,521 - $141,001
2,076 Added 8.24%
27,266 $1.85 Million
Q4 2023

Feb 28, 2024

SELL
$57.18 - $64.93 $40,597 - $46,100
-710 Reduced 2.74%
25,190 $1.64 Million
Q3 2023

Nov 22, 2023

BUY
$59.72 - $65.1 $1.31 Million - $1.42 Million
21,885 Added 545.08%
25,900 $1.55 Million
Q2 2023

Aug 14, 2023

BUY
$60.88 - $63.83 $13,515 - $14,170
222 Added 5.85%
4,015 $251,000
Q1 2023

Jun 05, 2023

BUY
$58.3 - $63.56 $221,131 - $241,083
3,793 New
3,793 $234,000
Q4 2022

Jun 12, 2023

SELL
$50.56 - $60.03 $30,993 - $36,798
-613 Reduced 16.16%
3,180 $184,000
Q4 2019

Feb 14, 2020

SELL
$56.35 - $62.1 $262,816 - $289,634
-4,664 Closed
0 $0
Q3 2019

Nov 18, 2019

BUY
$54.56 - $59.46 $254,467 - $277,321
4,664 New
4,664 $269,000

Others Institutions Holding IXUS

About ISHARES TR


  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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