Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,581 shares of IYK stock, worth $111,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,581
Previous 1,773
10.83%
Holding current value
$111,428
Previous $119,000
13.45%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IYK
# of Institutions
245Shares Held
8.94MCall Options Held
6.2KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$104 Million2.2% of portfolio
-
Morgan Stanley New York, NY870KShares$61.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC810KShares$57.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$39.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO539KShares$38 Million0.04% of portfolio