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

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 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 11,097 shares of STIP stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,097

Previous 12,283 9.66%

Holding current value

$1.1 Million

Previous $1.21 Million 8.84%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

617

Shares Held

64.9M

Call Options Held

135K

Put Options Held

8.4K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Industry ETFs

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