Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
Current Value
$2.5M
Current Shares
7,604
Total Value Change
-$10,730
Total Shares Change
-2,572
Increased |
| 7,604 |
+13.0% |
| $2.5M |
| 0.0% |
| $334.78 |
30 |
| 2025-Q4 | Decreased | 6,731 | -4.8% | $2M | 0.0% | $304.92 | 0 |
| 2025-Q2 | Increased | 7,068 | +2.9% | $1.7M | 0.0% | $238.01 | 26 |
| 2025-Q1 | Decreased | 6,871 | -29.8% | $1.3M | 0.0% | $187.60 | 0 |
| 2024-Q4 | Decreased | 9,783 | -4.1% | $2.1M | 0.0% | $215.76 | 0 |
| 2024-Q3 | Increased | 10,204 | +0.3% | $2.4M | 0.0% | $230.69 | 26 |
| 2024-Q2 | Increased | 10,176 | +5.8% | $2.5M | 0.0% | $243.92 | 28 |