Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 2,438 shares of IYR stock, worth $230,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,438
Previous 1,427 70.85%
Holding current value
$230,512
Previous $132,000 76.52%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$89.49 - $98.98 $90,474 - $100,068
1,011 Added 70.85%
2,438 $233,000
Q4 2024

Feb 13, 2025
SELL
$90.74 - $102.87 $272 - $308
-3 Reduced 0.21%
1,427 $132,000
Q3 2024

Nov 14, 2024
BUY
$86.93 - $103.61 $124,309 - $148,162
1,430 New
1,430 $145,000
Q4 2022

Jun 12, 2023
BUY
$76.97 - $89.17 $145,935 - $169,066
1,896 New
1,896 $159,000
Q2 2022

Aug 11, 2022
SELL
$86.95 - $112.38 $35,823 - $46,300
-412 Reduced 19.72%
1,677 $154,000
Q1 2022

May 20, 2022
BUY
$99.21 - $115.26 $207,249 - $240,778
2,089 New
2,089 $226,000
Q1 2021

May 17, 2021
SELL
$82.27 - $92.74 $130,727 - $147,363
-1,589 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$76.87 - $86.71 $122,146 - $137,782
1,589 New
1,589 $136,000
Q2 2020

Aug 14, 2020
SELL
$64.24 - $86.82 $250,664 - $338,771
-3,902 Closed
0 $0
Q1 2020

May 18, 2020
SELL
$57.84 - $100.28 $10,758 - $18,652
-186 Reduced 4.55%
3,902 $271,000
Q3 2019

Nov 18, 2019
SELL
$91.54 - $93.76 $27,553 - $28,221
-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

Others Institutions Holding IYR

# of Institutions
579
Shares Held
43.3M
Call Options Held
5.79M
Put Options Held
4.51M
View Full List

About ISHARES TR

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