Ep Wealth Advisors, LLC ISHARES TR Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

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

Feb 17, 2022
SELL
N/A
-50,116 Closed
0 $0
Q3 2021

Nov 23, 2021
BUY
N/A
32,753 Added 188.64%
50,116 $1.28 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-32,753 Reduced 65.35%
17,363 $1.28 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-11,950 Reduced 19.25%
50,116 $1.29 Million
Q1 2021

May 17, 2021
SELL
N/A
-11,047 Reduced 15.11%
62,066 $1.6 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-2,640 Reduced 3.49%
73,113 $1.88 Million
Q3 2020

Nov 17, 2020
BUY
N/A
75,753 New
75,753 $1.96 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-76,649 Closed
0 $1.95 Million
Q1 2020

May 18, 2020
BUY
N/A
28,921 Added 60.6%
76,649 $1.96 Million
Q4 2019

Feb 14, 2020
BUY
N/A
47,728 New
47,728 $1.23 Million
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