Ep Wealth Advisors, LLC Ishares Morningstar Small Cap Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,839 shares of ISCV stock, worth $2.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,839
Previous 35,204 3.88%
Holding current value
$2.11 Million
Previous $2.09 Million 0.48%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$51.37 - $61.54 $70,120 - $84,002
-1,365 Reduced 3.88%
33,839 $2.08 Million
Q1 2025

May 15, 2025
SELL
$58.11 - $66.0 $185,429 - $210,606
-3,191 Reduced 8.31%
35,204 $2.09 Million
Q4 2024

Feb 13, 2025
BUY
$62.21 - $69.5 $243,738 - $272,301
3,918 Added 11.36%
38,395 $2.43 Million
Q3 2024

Nov 14, 2024
BUY
$57.26 - $64.12 $1.97 Million - $2.21 Million
34,477 New
34,477 $2.19 Million

Others Institutions Holding ISCV

# of Institutions
123
Shares Held
3.89M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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