Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,791 shares of IYF stock, worth $223,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,791
Previous 1,480 21.01%
Holding current value
$223,140
Previous $167,000 29.34%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$99.23 - $120.99 $30,860 - $37,627
311 Added 21.01%
1,791 $216,000
Q1 2025

May 15, 2025
BUY
$107.69 - $119.37 $159,381 - $176,667
1,480 New
1,480 $167,000
Q2 2022

Aug 11, 2022
BUY
$67.96 - $84.37 $460,768 - $572,028
6,780 Added 403.81%
8,459 $592,000
Q1 2022

May 20, 2022
BUY
$78.62 - $91.32 $132,002 - $153,326
1,679 New
1,679 $142,000

Others Institutions Holding IYF

# of Institutions
511
Shares Held
19.9M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

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