Ep Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$49.21 - $50.7 $102,110 - $105,202
2,075 Added 69.96%
5,041 $253,000
Q1 2024

May 14, 2024
SELL
$50.05 - $51.32 $2,152 - $2,206
-43 Reduced 1.43%
2,966 $150,000
Q4 2023

Feb 28, 2024
BUY
$46.72 - $51.48 $12,848 - $14,157
275 Added 10.06%
3,009 $154,000
Q3 2023

Nov 22, 2023
BUY
$48.03 - $50.28 $131,314 - $137,465
2,734 New
2,734 $131,000
Q4 2022

Jun 12, 2023
BUY
$46.74 - $50.68 $102,921 - $111,597
2,202 New
2,202 $108,000
Q2 2022

Aug 11, 2022
SELL
$49.92 - $55.16 $5,591 - $6,177
-112 Reduced 3.11%
3,494 $178,000
Q1 2022

May 20, 2022
BUY
$54.36 - $59.32 $196,022 - $213,907
3,606 New
3,606 $198,000
Q4 2021

Feb 17, 2022
SELL
$59.32 - $60.73 $201,213 - $205,996
-3,392 Closed
0 $0
Q3 2021

Nov 23, 2021
SELL
$60.1 - $61.33 $339,565 - $346,514
-5,650 Reduced 62.49%
3,392 $204,000
Q3 2021

Nov 16, 2021
BUY
$60.1 - $61.33 $170,022 - $173,502
2,829 Added 45.53%
9,042 $204,000
Q2 2021

Aug 24, 2021
BUY
$59.01 - $60.59 $36,645 - $37,626
621 Added 11.11%
6,213 $376,000
Q4 2020

Feb 18, 2021
BUY
$60.4 - $62.05 $337,756 - $346,983
5,592 New
5,592 $347,000

Others Institutions Holding USIG

# of Institutions
411
Shares Held
166M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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