Ep Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 24, 2021	SELL	$40.95 - $41.72 $216,748 - $220,823	-5,293 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$40.55 - $41.58 $214,631 - $220,082	5,293 New	5,293 $218,000

Others Institutions Holding USHY

# of Institutions

502

Shares Held

299M

Call Options Held

200

Put Options Held

0

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.4 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1.02 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$911 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$659 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$643 Million
0.72% of portfolio

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

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.