Ep Wealth Advisors, LLC Ishares Tr Put Options Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$121 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$118 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$90.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$79.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$45.3 Million
0.02% of portfolio

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