Ep Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,690 shares of TLT stock, worth $969,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,690

Previous 11,180 4.38%

Holding current value

$969,583

Previous $1.1 Million 14.87%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$87.1 - $98.49 $42,679 - $48,260	-490 Reduced 4.38%	10,690 $933,000
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $433,905 - $489,018	4,826 Added 75.95%	11,180 $1.1 Million
Q2 2024 Aug 19, 2024	SELL	$87.78 - $94.67 $152,034 - $163,968	-1,732 Reduced 21.42%	6,354 $583,000
Q1 2024 May 14, 2024	SELL	$92.18 - $98.72 $1.56 Million - $1.67 Million	-16,932 Reduced 67.68%	8,086 $765,000
Q4 2023 Feb 28, 2024	SELL	$82.77 - $100.51 $9.44 Million - $11.5 Million	-114,022 Reduced 82.01%	25,018 $2.47 Million
Q3 2023 Nov 22, 2023	SELL	$88.41 - $102.95 $2.81 Million - $3.27 Million	-31,733 Reduced 18.58%	139,040 $12.3 Million
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $12.9 Million - $14 Million	128,738 Added 306.26%	170,773 $17.6 Million
Q1 2023 Jun 05, 2023	BUY	$99.48 - $108.63 $4.18 Million - $4.57 Million	42,035 New	42,035 $4.47 Million
Q4 2022 Jun 12, 2023	BUY	$92.4 - $109.47 $153 Million - $181 Million	1,651,184 Added 3928.12%	1,693,219 $169 Million
Q2 2022 Aug 11, 2022	SELL	$108.81 - $132.38 $84,545 - $102,859	-777 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$128.66 - $144.3 $99,968 - $112,121	777 New	777 $103,000

Others Institutions Holding TLT

# of Institutions

1,433

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Ep Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History