Ep Wealth Advisors, LLC ISHARES GOLD TR Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 24, 2021
SELL
N/A
-28,707 Closed
0 $0
Q1 2021

May 17, 2021
SELL
N/A
-1,633 Reduced 5.38%
28,707 $467,000
Q4 2020

Feb 18, 2021
BUY
N/A
30,340 New
30,340 $550,000
Q3 2020

Nov 17, 2020
SELL
N/A
-24,145 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-680 Reduced 2.74%
24,145 $410,000
Q1 2020

May 18, 2020
BUY
N/A
7,371 Added 42.23%
24,825 $374,000
Q4 2019

Feb 14, 2020
SELL
N/A
-780 Reduced 4.28%
17,454 $253,000
Q3 2019

Nov 18, 2019
SELL
N/A
-921 Reduced 4.81%
18,234 $257,000
Q2 2019

Aug 27, 2019
BUY
N/A
3,646 Added 23.51%
19,155 $259,000
Q1 2019

May 20, 2019
BUY
N/A
14 Added 0.09%
15,509 $192,000
Q4 2018

Feb 19, 2019
SELL
N/A
-151 Reduced 0.97%
15,495 $190,000
Q3 2018

Nov 15, 2018
SELL
N/A
-1,491 Reduced 8.7%
15,646 $179,000
Q1 2018

May 15, 2018
SELL
N/A
-367 Reduced 2.1%
17,137 $218,000
Q4 2017

Feb 15, 2018
BUY
N/A
3,240 Added 22.71%
17,504 $219,000
Q3 2017

Nov 15, 2017
SELL
N/A
-4,889 Reduced 25.53%
14,264 $176,000
Q2 2017

Aug 17, 2017
BUY
N/A
19,153
19,153 $229,000
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