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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 2,089 shares of IYT stock, worth $136,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,089
Previous 2,668 21.7%
Holding current value
$136,766
Previous $180,000 26.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
$63.37 - $73.39 $36,691 - $42,492
-579 Reduced 21.7%
2,089 $133,000
Q4 2024

Feb 13, 2025
BUY
$66.79 - $75.4 $178,195 - $201,167
2,668 New
2,668 $180,000
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

Others Institutions Holding IYT

# of Institutions
203
Shares Held
5.33M
Call Options Held
357K
Put Options Held
496K
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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