Ep Wealth Advisors, LLC Ishares Core U.S. Reit ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 4,280 shares of USRT stock, worth $239,508. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,280
Previous 4,324 1.02%
Holding current value
$239,508
Previous $247,000 0.4%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$55.14 - $60.29 $2,426 - $2,652
-44 Reduced 1.02%
4,280 $246,000
Q4 2024

Feb 13, 2025
BUY
$55.97 - $62.75 $50,540 - $56,663
903 Added 26.4%
4,324 $247,000
Q3 2024

Nov 14, 2024
SELL
$53.07 - $62.66 $58,695 - $69,301
-1,106 Reduced 24.43%
3,421 $210,000
Q2 2024

Aug 19, 2024
SELL
$49.35 - $53.7 $166,901 - $181,613
-3,382 Reduced 42.76%
4,527 $242,000
Q1 2024

May 14, 2024
SELL
$51.33 - $54.81 $465,922 - $497,510
-9,077 Reduced 53.44%
7,909 $425,000
Q4 2023

Feb 28, 2024
BUY
$44.09 - $55.2 $748,912 - $937,627
16,986 New
16,986 $922,000

Others Institutions Holding USRT

# of Institutions
411
Shares Held
33.8M
Call Options Held
200
Put Options Held
100
View Full List

About ISHARES CORE U.S. REIT ETF

USRT Quotes by TradingView
  • Ticker USRT
  • Sector ETFs
  • Industry ETFs
More about USRT
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email