Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 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 26,631 shares of IYH stock, worth $1.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,631

Previous 28,742 7.34%

Holding current value

$1.63 Million

Previous $8.23 Million 79.97%

% of portfolio

0.02%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$60.83 - $309.78 $128,412 - $653,945	-2,111 Reduced 7.34%	26,631 $1.65 Million
Q4 2023 Feb 28, 2024	BUY	$257.23 - $286.28 $6.64 Million - $7.39 Million	25,804 Added 878.28%	28,742 $8.23 Million
Q3 2023 Nov 22, 2023	SELL	$270.07 - $286.44 $2.73 Million - $2.9 Million	-10,117 Reduced 77.5%	2,938 $793,000
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $2.16 Million - $2.31 Million	8,083 Added 162.57%	13,055 $3.66 Million
Q1 2023 Jun 05, 2023	BUY	$260.66 - $283.72 $1.3 Million - $1.41 Million	4,972 New	4,972 $1.36 Million

Q4 2022 Jun 12, 2023	SELL	$269.55 - $291.18 $761,478 - $822,583	-2,825 Reduced 56.82%	2,147 $609,000
Q2 2022 Aug 11, 2022	SELL	$249.77 - $300.0 $17,483 - $21,000	-70 Reduced 10.45%	600 $161,000
Q1 2022 May 20, 2022	BUY	$266.13 - $297.6 $178,307 - $199,392	670 New	670 $193,000

Others Institutions Holding IYH

# of Institutions

513

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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