Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

$333 Billion
Q2 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 106 shares of IHE stock, worth $7,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares

106

Previous 105 0.95%

Holding current value

$7,863

Previous $7.44 Million 6.67%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$61.0 - $68.22 $61 - $68	1 Added 0.95%	106 $6.94 Million
Q3 2024 Nov 13, 2024	BUY	$65.61 - $72.86 $6,889 - $7,650	105 New	105 $7.41 Million
Q2 2024 Aug 13, 2024	SELL	$62.73 - $67.4 $6,586 - $7,077	-105 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$66.67 - $208.65 $4,666 - $14,605	70 Added 200.0%	105 $7,000
Q3 2022 Nov 15, 2022	BUY	$56.37 - $195.56 $1,972 - $6,844	35 New	35 $6,000
Q2 2022 Aug 15, 2022	SELL	$178.46 - $201.82 $6,246 - $7,063	-35 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$183.15 - $198.47 $6,410 - $6,946	35 New	35 $6,000
Q2 2020 Aug 06, 2020	SELL	$129.66 - $158.8 $13,354 - $16,356	-103 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$117.05 - $165.25 $7,959 - $11,237	68 Added 194.29%	103 $14,000
Q4 2019 Feb 14, 2020	BUY	$137.35 - $161.75 $4,807 - $5,661	35 New	35 $6,000

Others Institutions Holding IHE

# of Institutions

152

Shares Held

4.79M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Ishares Tr Transaction History