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 $173,446. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,269
Previous 1,157 9.68%
Holding current value
$173,446
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
210
Shares Held
2.5M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email