Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,088 shares of IYY stock, worth $2.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,088
Previous 16,391 1.85%
Holding current value
$2.17 Million
Previous $1.91 Million 7.85%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$114.26 - $128.09 $34,620 - $38,811
-303 Reduced 1.85%
16,088 $2.06 Million
Q4 2023

Feb 28, 2024
SELL
$99.95 - $116.88 $61,469 - $71,881
-615 Reduced 3.62%
16,391 $1.91 Million
Q3 2023

Nov 22, 2023
SELL
$103.92 - $112.08 $3.94 Million - $4.25 Million
-37,948 Reduced 69.05%
17,006 $1.78 Million
Q2 2023

Aug 14, 2023
BUY
$98.55 - $108.33 $4.46 Million - $4.9 Million
45,267 Added 467.3%
54,954 $5.95 Million
Q1 2023

Jun 05, 2023
SELL
$92.74 - $102.46 $1.41 Million - $1.56 Million
-15,186 Reduced 61.05%
9,687 $969,000
Q4 2022

Jun 12, 2023
BUY
$91.43 - $99.71 $1.03 Million - $1.12 Million
11,270 Added 116.34%
20,957 $1.96 Million
Q3 2022

Dec 02, 2022
SELL
N/A
-110 Reduced 0.44%
24,873 $2.18 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-1,458 Reduced 5.51%
24,983 $2.31 Million
Q1 2022

May 20, 2022
SELL
N/A
-300 Reduced 1.12%
26,441 $2.94 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-70 Reduced 0.26%
26,741 $3.15 Million
Q3 2021

Nov 23, 2021
SELL
N/A
-13,739 Reduced 33.88%
26,811 $2.89 Million
Q3 2021

Nov 16, 2021
BUY
N/A
13,599 Added 50.46%
40,550 $2.89 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-544 Reduced 1.98%
26,951 $2.91 Million
Q1 2021

May 17, 2021
SELL
N/A
-17 Reduced 0.06%
27,495 $2.75 Million
Q4 2020

Feb 18, 2021
BUY
N/A
13,756 Added 100.0%
27,512 $2.6 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-467 Reduced 3.28%
13,756 $2.29 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-1,064 Reduced 6.96%
14,223 $2.18 Million
Q1 2020

May 18, 2020
BUY
N/A
6,093 Added 66.27%
15,287 $1.93 Million
Q4 2019

Feb 14, 2020
BUY
N/A
9,194 New
9,194 $1.47 Million

Others Institutions Holding IYY

# of Institutions
230
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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