Ep Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,509 shares of LQDH stock, worth $233,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,509
Previous 3,559 29.5%
Holding current value
$233,713
Previous $328,000 29.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$88.49 - $92.4 $92,914 - $97,020
-1,050 Reduced 29.5%
2,509 $231,000
Q2 2024

Aug 19, 2024
BUY
$92.93 - $94.21 $330,737 - $335,293
3,559 New
3,559 $330,000

Others Institutions Holding LQDH

# of Institutions
114
Shares Held
4.16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

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