Ep Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,074 shares of SGOV stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,074
Previous 13,684 10.16%
Holding current value
$1.51 Million
Previous $1.38 Million 10.16%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$100.29 - $100.75 $139,403 - $140,042
1,390 Added 10.16%
15,074 $1.52 Million
Q1 2024

May 14, 2024
SELL
$100.29 - $100.71 $29,685 - $29,810
-296 Reduced 2.12%
13,684 $1.38 Million
Q4 2023

Feb 28, 2024
BUY
$100.05 - $100.73 $316,358 - $318,508
3,162 Added 29.23%
13,980 $1.4 Million
Q3 2023

Nov 22, 2023
SELL
$100.2 - $100.67 $334,668 - $336,237
-3,340 Reduced 23.59%
10,818 $1.09 Million
Q2 2023

Aug 14, 2023
BUY
$100.18 - $100.63 $1.42 Million - $1.42 Million
14,158 New
14,158 $1.42 Million

Others Institutions Holding SGOV

# of Institutions
655
Shares Held
89.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

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