Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 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 1,751 shares of IYG stock, worth $115,566. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,751
Previous 589 197.28%
Holding current value
$115,566
Previous $105,000 10.48%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$63.91 - $191.92 $74,263 - $223,011
1,162 Added 197.28%
1,751 $116,000
Q4 2023

Feb 28, 2024
BUY
$145.02 - $179.81 $85,416 - $105,908
589 New
589 $105,000

Others Institutions Holding IYG

# of Institutions
239
Shares Held
12.3M
Call Options Held
10.7K
Put Options Held
9.5K
View Full List

About ISHARES TR

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