Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jun 12, 2023	BUY	$82.26 - $89.17 $155,964 - $169,066	1,896 New	1,896 $159,000
Q2 2022 Aug 11, 2022	SELL	N/A	-412 Reduced 19.72%	1,677 $154,000
Q1 2022 May 20, 2022	BUY	N/A	2,089 New	2,089 $226,000
Q1 2021 May 17, 2021	SELL	N/A	-1,589 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	N/A	1,589 New	1,589 $136,000

Q2 2020 Aug 14, 2020	SELL	N/A	-3,902 Closed	0 $0
Q1 2020 May 18, 2020	SELL	N/A	-186 Reduced 4.55%	3,902 $271,000
Q3 2019 Nov 18, 2019	SELL	N/A	-301 Reduced 6.86%	4,088 $382,000
Q2 2019 Aug 27, 2019	BUY	N/A	4,389 New	4,389 $383,000
Q1 2019 May 20, 2019	SELL	N/A	-4,702 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	N/A	4,702 New	4,702 $352,000

550

51.2M

7.14M

6.54M

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