Ep Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,035 shares of SUSA stock, worth $682,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,035

Previous 4,741 6.2%

Holding current value

$682,947

Previous $544,000 17.28%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$101.97 - $126.75 $29,979 - $37,264	294 Added 6.2%	5,035 $638,000
Q1 2025 May 15, 2025	SELL	$113.22 - $126.36 $29,210 - $32,600	-258 Reduced 5.16%	4,741 $544,000
Q4 2024 Feb 13, 2025	BUY	$118.0 - $127.04 $23,128 - $24,899	196 Added 4.08%	4,999 $607,000
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $1,951 - $2,166	-18 Reduced 0.37%	4,803 $578,000
Q2 2024 Aug 19, 2024	SELL	$102.41 - $112.98 $1,638 - $1,807	-16 Reduced 0.33%	4,821 $541,000
Q1 2024 May 14, 2024	SELL	$98.48 - $109.17 $92,374 - $102,401	-938 Reduced 16.24%	4,837 $528,000
Q4 2023 Feb 28, 2024	SELL	$85.36 - $100.86 $15,962 - $18,860	-187 Reduced 3.14%	5,775 $580,000
Q3 2023 Nov 22, 2023	SELL	$89.49 - $97.11 $430,894 - $467,584	-4,815 Reduced 44.68%	5,962 $536,000
Q2 2023 Aug 14, 2023	BUY	$85.65 - $93.64 $459,769 - $502,659	5,368 Added 99.24%	10,777 $1.01 Million
Q1 2023 Jun 05, 2023	BUY	$81.64 - $90.01 $441,590 - $486,864	5,409 New	5,409 $474,000

Others Institutions Holding SUSA

# of Institutions

546

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History