Epic Trust Investment Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Epic Trust Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$145.61 - $158.81 $116,633 - $127,206	-801 Reduced 35.77%	1,438 $228,000
Q4 2023 Feb 05, 2024	SELL	$125.51 - $158.2 $162,535 - $204,868	-1,295 Reduced 36.64%	2,239 $347,000
Q3 2023 Oct 16, 2023	SELL	$133.8 - $151.24 $13,112 - $14,821	-98 Reduced 2.7%	3,534 $479,000
Q2 2023 Jul 24, 2023	SELL	$128.93 - $142.33 $28,235 - $31,170	-219 Reduced 5.69%	3,632 $511,000
Q1 2023 May 09, 2023	SELL	$130.78 - $156.96 $3,531 - $4,237	-27 Reduced 0.7%	3,851 $527,000
Q4 2022 Feb 14, 2023	SELL	$131.32 - $149.64 $79,185 - $90,232	-603 Reduced 13.46%	3,878 $538,000
Q3 2022 Nov 07, 2022	SELL	$128.93 - $159.38 $84,062 - $103,915	-652 Reduced 12.7%	4,481 $578,000
Q2 2022 Aug 05, 2022	BUY	$134.47 - $162.71 $690,234 - $835,190	5,133 New	5,133 $699,000

1,052

58.8M

987K

207K

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