Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

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 2,013 shares of IYK stock, worth $141,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,013

Previous 2,536 20.62%

Holding current value

$141,171

Previous $166,000 13.25%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$63.29 - $71.8 $33,100 - $37,551	-523 Reduced 20.62%	2,013 $144,000
Q4 2024 Feb 13, 2025	BUY	$65.32 - $70.92 $55,587 - $60,352	851 Added 50.5%	2,536 $166,000
Q3 2024 Nov 14, 2024	BUY	$65.27 - $72.12 $6,788 - $7,500	104 Added 6.58%	1,685 $118,000
Q2 2024 Aug 19, 2024	SELL	$64.04 - $68.25 $12,295 - $13,104	-192 Reduced 10.83%	1,581 $103,000
Q1 2024 May 14, 2024	BUY	$65.5 - $197.39 $77,028 - $232,130	1,176 Added 196.98%	1,773 $119,000
Q4 2023 Feb 28, 2024	SELL	$178.71 - $194.11 $132,781 - $144,223	-743 Reduced 55.45%	597 $114,000
Q3 2023 Nov 22, 2023	BUY	$186.51 - $205.29 $249,923 - $275,088	1,340 New	1,340 $249,000
Q2 2022 Aug 11, 2022	BUY	$185.26 - $213.41 $213,975 - $246,488	1,155 New	1,155 $225,000

Others Institutions Holding IYK

# of Institutions

276

Shares Held

11.7M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History