Ep Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,083 shares of STIP stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,083

Previous 13,134 23.23%

Holding current value

$1.03 Million

Previous $1.31 Million 21.82%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$98.99 - $101.51 $302,018 - $309,707	-3,051 Reduced 23.23%	10,083 $1.02 Million
Q2 2024 Aug 19, 2024	BUY	$98.69 - $99.57 $201,031 - $202,824	2,037 Added 18.36%	13,134 $1.31 Million
Q1 2024 May 14, 2024	SELL	$98.36 - $99.47 $116,654 - $117,971	-1,186 Reduced 9.66%	11,097 $1.1 Million
Q4 2023 Feb 28, 2024	BUY	$96.33 - $98.68 $6,646 - $6,808	69 Added 0.56%	12,283 $1.21 Million
Q3 2023 Nov 22, 2023	SELL	$96.73 - $97.56 $14 Million - $14.1 Million	-144,833 Reduced 92.22%	12,214 $1.18 Million
Q2 2023 Aug 14, 2023	BUY	$97.43 - $99.5 $13.4 Million - $13.7 Million	137,247 Added 693.17%	157,047 $15.3 Million
Q1 2023 Jun 05, 2023	BUY	$96.86 - $99.23 $1.92 Million - $1.96 Million	19,800 New	19,800 $1.96 Million
Q2 2022 Aug 11, 2022	SELL	$101.26 - $104.65 $106,525 - $110,091	-1,052 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$103.82 - $106.76 $109,218 - $112,311	1,052 New	1,052 $110,000

Others Institutions Holding STIP

# of Institutions

640

Shares Held

56.9M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

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Ep Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History