Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 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 4,164 shares of SHV stock, worth $460,663. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,164
Previous 2,483 67.7%
Holding current value
$460,663
Previous $274,000 67.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 19, 2024
BUY
$110.04 - $110.51 $184,977 - $185,767
1,681 Added 67.7%
4,164 $460,000
Q1 2024

May 14, 2024
SELL
$110.11 - $110.57 $126,846 - $127,376
-1,152 Reduced 31.69%
2,483 $274,000
Q4 2023

Feb 28, 2024
BUY
$109.86 - $110.59 $131,062 - $131,933
1,193 Added 48.85%
3,635 $400,000
Q3 2023

Nov 22, 2023
SELL
$109.99 - $110.5 $162,345 - $163,098
-1,476 Reduced 37.67%
2,442 $269,000
Q2 2023

Aug 14, 2023
SELL
$110.0 - $110.45 $408,430 - $410,100
-3,713 Reduced 48.66%
3,918 $432,000
Q1 2023

Jun 05, 2023
BUY
$109.94 - $110.5 $838,952 - $843,225
7,631 New
7,631 $843,000
Q4 2022

Jun 12, 2023
SELL
$109.74 - $110.1 $677,644 - $679,867
-6,175 Reduced 80.92%
1,456 $160,000

Others Institutions Holding SHV

# of Institutions
713
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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