Ep Wealth Advisors, LLC Ishares Core U.S. Reit ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,527 shares of USRT stock, worth $276,780. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,527
Previous 7,909
42.76%
Holding current value
$276,780
Previous $425,000
43.06%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding USRT
# of Institutions
338Shares Held
31.8MCall Options Held
1.6KPut Options Held
0-
Black Rock Inc. New York, NY2.92MShares$179 Million0.0% of portfolio
-
Us Bancorp \De\2.65MShares$162 Million0.19% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.55MShares$156 Million0.03% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.72MShares$105 Million0.47% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.14MShares$69.7 Million21.85% of portfolio