Ep Wealth Advisors, LLC Ishares Tr Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 1,145 shares of IYM stock, worth $160,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,145
Previous 1,632
29.84%
Holding current value
$160,735
Previous $225,000
24.89%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding IYM
# of Institutions
217Shares Held
2.15MCall Options Held
3.5KPut Options Held
1.3K-
Pgim Custom Harvest LLC Newark, NJ294KShares$41.3 Million1.09% of portfolio
-
Morgan Stanley New York, NY269KShares$37.8 Million0.0% of portfolio
-
Ubs Group Ag138KShares$19.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC132KShares$18.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA123KShares$17.3 Million0.0% of portfolio