Ep Wealth Advisors, LLC ISHARES TR Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 17, 2022
SELL
N/A
-279,503 Closed
0 $0
Q3 2021

Nov 23, 2021
BUY
N/A
257,754 Added 1185.13%
279,503 $6.91 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-258,372 Reduced 92.24%
21,749 $6.91 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-2,769 Reduced 0.98%
280,121 $6.94 Million
Q1 2021

May 17, 2021
SELL
N/A
-1,057 Reduced 0.37%
282,890 $7.03 Million
Q4 2020

Feb 18, 2021
BUY
N/A
283,947 New
283,947 $7.07 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-292,771 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-20,644 Reduced 6.59%
292,771 $7.36 Million
Q1 2020

May 18, 2020
BUY
N/A
36,609 Added 13.23%
313,415 $7.73 Million
Q4 2019

Feb 14, 2020
BUY
N/A
276,806 New
276,806 $6.91 Million
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