Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,264 shares of IYM stock, worth $187,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,264

Previous 1,739 27.31%

Holding current value

$187,350

Previous $234,000 24.79%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$116.16 - $140.01 $55,176 - $66,504	-475 Reduced 27.31%	1,264 $176,000
Q1 2025 May 15, 2025	SELL	$128.53 - $142.03 $48,712 - $53,829	-379 Reduced 17.89%	1,739 $234,000
Q4 2024 Feb 13, 2025	BUY	$129.15 - $153.25 $109,648 - $130,109	849 Added 66.9%	2,118 $275,000
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

212

Shares Held

2.64M

Call Options Held

4.7K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Ep Wealth Advisors, LLC Ishares Tr Transaction History