Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 1,347 shares of IYJ stock, worth $173,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,347

Holding current value

$173,897

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$132.97 - $143.93 $179,110 - $193,873	1,347 New	1,347 $179,000

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.54M

Call Options Held

35.9K

Put Options Held

11.8K

Morgan Stanley New York, NY

916K
Shares

$118 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

700K
Shares

$90.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

454K
Shares

$58.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

294K
Shares

$38 Million
0.02% of portfolio
Ubs Group Ag

272K
Shares

$35.1 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Ep Wealth Advisors, LLC Ishares Tr Transaction History