Ep Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,714 shares of IYW stock, worth $2.59 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,714
Previous 12,712
39.35%
Holding current value
$2.59 Million
Previous $1.93 Million
46.6%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding IYW
# of Institutions
1,248Shares Held
84.4MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$856 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$748 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$635 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$629 Million0.06% of portfolio