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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,148 shares of IYT stock, worth $139,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,148
Previous 527 307.59%
Holding current value
$139,276
Previous $138,000 9.42%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$209.18 - $233.43 $110,237 - $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

Others Institutions Holding IYT

# of Institutions
216
Shares Held
8.81M
Call Options Held
152K
Put Options Held
124K
View Full List

About ISHARES TR U.S. TRANSPORTATION

IYT Quotes by TradingView
  • Ticker IYT
  • Sector ETFs
  • Industry ETFs
More about IYT
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