Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 84,092 shares of IEO stock, worth $8.44 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

84,092

Holding current value

$8.44 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$88.52 - $101.16 $7.44 Million - $8.51 Million	84,092 New	84,092 $7.69 Million

Others Institutions Holding IEO

# of Institutions

177

Shares Held

2.64M

Call Options Held

21.8K

Put Options Held

21.6K

Morgan Stanley New York, NY

402K
Shares

$40.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

128K
Shares

$12.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$12.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

120K
Shares

$12 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$11.3 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

Track This Portfolio

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.

Account

Ep Wealth Advisors, LLC Ishares Tr Transaction History