Ep Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,262 shares of XVV stock, worth $553,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,262

Holding current value

$553,865

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$37.93 - $47.69 $427,167 - $537,084	11,262 New	11,262 $537,000

Others Institutions Holding XVV

# of Institutions

122

Shares Held

3.12M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$40.5 Million
2.15% of portfolio
Becker Capital Management Inc

227K
Shares

$11.2 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

197K
Shares

$9.67 Million
0.0% of portfolio
Better Money Decisions, LLC

88.6K
Shares

$4.36 Million
2.58% of portfolio
Jnba Financial Advisors

82.6K
Shares

$4.06 Million
0.38% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History