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 1,269 shares of IYM stock, worth $166,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,269
Previous 1,157 9.68%
Holding current value
$166,467
Previous $161,000 18.01%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$136.13 - $151.64 $15,246 - $16,983
112 Added 9.68%
1,269 $190,000
Q2 2024

Aug 19, 2024
BUY
$140.01 - $149.03 $1,680 - $1,788
12 Added 1.05%
1,157 $161,000
Q1 2024

May 14, 2024
SELL
$130.2 - $147.73 $63,407 - $71,944
-487 Reduced 29.84%
1,145 $169,000
Q4 2023

Feb 28, 2024
BUY
$119.29 - $139.6 $194,681 - $227,827
1,632 New
1,632 $225,000
Q4 2022

Jun 12, 2023
BUY
$109.29 - $133.88 $91,803 - $112,459
840 New
840 $104,000
Q1 2022

May 20, 2022
BUY
$128.72 - $151.73 $120,996 - $142,626
940 New
940 $141,000
Q1 2021

May 17, 2021
SELL
$111.16 - $126.89 $98,932 - $112,932
-890 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$95.24 - $113.41 $84,763 - $100,934
890 New
890 $101,000
Q4 2019

Feb 14, 2020
SELL
$87.15 - $97.94 $192,165 - $215,957
-2,205 Closed
0 $0
Q3 2019

Nov 18, 2019
SELL
$86.44 - $96.34 $10,372 - $11,560
-120 Reduced 5.16%
2,205 $203,000
Q2 2019

Aug 27, 2019
BUY
$84.8 - $96.2 $197,160 - $223,665
2,325 New
2,325 $221,000

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.51M
Call Options Held
3.9K
Put Options Held
100
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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