Ep Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 606,588 shares of IVLU stock, worth $20.8 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

606,588

Previous 6,007 9998.02%

Holding current value

$20.8 Million

Previous $182,000 10861.54%

% of portfolio

0.14%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$26.69 - $33.44 $16 Million - $20.1 Million	600,581 Added 9998.02%	606,588 $20 Million
Q1 2025 May 15, 2025	SELL	$26.71 - $31.58 $774 - $915	-29 Reduced 0.48%	6,007 $182,000
Q4 2024 Feb 13, 2025	BUY	$26.65 - $29.34 $33,605 - $36,997	1,261 Added 26.41%	6,036 $163,000
Q3 2024 Nov 14, 2024	BUY	$26.43 - $29.86 $14,906 - $16,841	564 Added 13.39%	4,775 $141,000
Q2 2024 Aug 19, 2024	BUY	$27.14 - $29.24 $14,221 - $15,321	524 Added 14.21%	4,211 $115,000
Q1 2024 May 14, 2024	BUY	$25.93 - $28.27 $95,603 - $104,231	3,687 New	3,687 $104,000

Others Institutions Holding IVLU

# of Institutions

313

Shares Held

58.9M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History