Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,365 shares of IYE stock, worth $168,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,365
Previous 2,602 29.32%
Holding current value
$168,250
Previous $124,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$44.44 - $49.18 $33,907 - $37,524
763 Added 29.32%
3,365 $155,000
Q2 2024

Aug 19, 2024
SELL
$46.21 - $51.17 $7,532 - $8,340
-163 Reduced 5.9%
2,602 $124,000
Q1 2024

May 14, 2024
BUY
$41.9 - $49.4 $115,853 - $136,591
2,765 New
2,765 $136,000
Q1 2019

May 20, 2019
SELL
$31.51 - $36.65 $372,133 - $432,836
-11,810 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
$29.27 - $43.05 $345,678 - $508,420
11,810 New
11,810 $368,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.3M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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