Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 82,255 shares of IEO stock, worth $7.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

82,255

Previous 81,537 0.88%

Holding current value

$7.16 Million

Previous $7.71 Million 5.5%

% of portfolio

0.05%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$74.87 - $95.92 $53,756 - $68,870	718 Added 0.88%	82,255 $7.29 Million
Q1 2025 May 15, 2025	SELL	$86.02 - $99.13 $20,816 - $23,989	-242 Reduced 0.3%	81,537 $7.71 Million
Q4 2024 Feb 13, 2025	SELL	$85.22 - $101.77 $197,113 - $235,394	-2,313 Reduced 2.75%	81,779 $7.33 Million
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

171

Shares Held

2.17M

Call Options Held

34.6K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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Ep Wealth Advisors, LLC Ishares Tr Transaction History