Ep Wealth Advisors, LLC Ishares Tr U.S. Transportation Transaction History

Ep Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	SELL	$62.67 - $69.73 $5,013 - $5,578	-80 Reduced 3.72%	2,068 $135,000
Q1 2024 May 14, 2024	BUY	$68.25 - $281.89 $110,633 - $456,943	1,621 Added 307.59%	2,148 $151,000
Q3 2023 Nov 22, 2023	BUY	$230.35 - $267.12 $121,394 - $140,772	527 New	527 $123,000
Q4 2022 Jun 12, 2023	BUY	$49.46 - $233.43 $26,065 - $123,017	527 New	527 $112,000
Q2 2022 Aug 11, 2022	BUY	$207.48 - $259.6 $110,171 - $137,847	531 New	531 $113,000

208

5.65M

878K

234K

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