Integris Wealth Management, LLC Ishares Inc Transaction History

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025

A detailed history of Integris Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Integris Wealth Management, LLC holds 39,577 shares of EPP stock, worth $2.07 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
39,577
Previous 40,116 1.34%
Holding current value
$2.07 Million
Previous $1.77 Billion 10.45%
% of portfolio
0.51%
Previous 0.5%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$38.85 - $49.83 $20,940 - $26,858
-539 Reduced 1.34%
39,577 $1.95 Billion
Q1 2025

Apr 22, 2025
SELL
$43.24 - $46.56 $61,660 - $66,394
-1,426 Reduced 3.43%
40,116 $1.77 Billion
Q4 2024

Jan 23, 2025
SELL
$43.59 - $49.13 $27,461 - $30,951
-630 Reduced 1.49%
41,542 $1.82 Billion
Q3 2024

Oct 18, 2024
SELL
$41.3 - $48.84 $36,385 - $43,028
-881 Reduced 2.05%
42,172 $2.06 Billion
Q2 2024

Jul 19, 2024
SELL
$40.54 - $45.26 $214,537 - $239,515
-5,292 Reduced 10.95%
43,053 $1.85 Billion
Q1 2024

May 03, 2024
SELL
$40.47 - $43.52 $60,178 - $64,714
-1,487 Reduced 2.98%
48,345 $2.07 Billion
Q4 2023

Feb 09, 2024
SELL
$38.16 - $43.56 $156,227 - $178,334
-4,094 Reduced 7.59%
49,832 $2.16 Billion
Q3 2023

Nov 08, 2023
SELL
$39.31 - $43.94 $2.16 Million - $2.42 Million
-55,074 Reduced 50.53%
53,926 $2.15 Billion
Q2 2023

Jul 13, 2023
BUY
$41.32 - $44.93 $66,897 - $72,741
1,619 Added 1.51%
109,000 $4.6 Billion
Q1 2023

May 15, 2023
BUY
$41.85 - $47.48 $41,682 - $47,290
996 Added 0.94%
107,381 $4.7 Billion
Q4 2022

Feb 07, 2023
BUY
$37.1 - $44.34 $3.95 Million - $4.72 Million
106,385 New
106,385 $4.55 Billion

Others Institutions Holding EPP

# of Institutions
193
Shares Held
28.2M
Call Options Held
0
Put Options Held
4.8K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email