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 10,281 shares of IYH stock, worth $607,093. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,281

Previous 11,560 11.06%

Holding current value

$607,093

Previous $708,000 5.65%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$60.29 - $66.38 $77,110 - $84,900	-1,279 Reduced 11.06%	10,281 $668,000
Q2 2024 Aug 19, 2024	SELL	$58.05 - $61.75 $874,871 - $930,634	-15,071 Reduced 56.59%	11,560 $708,000
Q1 2024 May 14, 2024	SELL	$60.83 - $309.78 $128,412 - $653,945	-2,111 Reduced 7.34%	26,631 $1.65 Million
Q4 2023 Feb 28, 2024	BUY	$257.23 - $286.28 $6.64 Million - $7.39 Million	25,804 Added 878.28%	28,742 $8.23 Million
Q3 2023 Nov 22, 2023	SELL	$270.07 - $286.44 $2.73 Million - $2.9 Million	-10,117 Reduced 77.5%	2,938 $793,000
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $2.16 Million - $2.31 Million	8,083 Added 162.57%	13,055 $3.66 Million
Q1 2023 Jun 05, 2023	BUY	$260.66 - $283.72 $1.3 Million - $1.41 Million	4,972 New	4,972 $1.36 Million
Q4 2022 Jun 12, 2023	SELL	$50.9 - $291.18 $143,792 - $822,583	-2,825 Reduced 56.82%	2,147 $609,000
Q2 2022 Aug 11, 2022	SELL	$249.77 - $300.0 $17,483 - $21,000	-70 Reduced 10.45%	600 $161,000
Q1 2022 May 20, 2022	BUY	$266.13 - $297.6 $178,307 - $199,392	670 New	670 $193,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

23.6M

Call Options Held

26K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Transaction History