Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 3.2M shares of AGG (ISHARES TR), worth $316.7M as of 2026-Q1. The position was increased (+14.8% shares). AGG represents 1.6% of EP Wealth Advisors, LLC's portfolio.
Current Value
$316.7M
Current Shares
3.2M
Total Value Change
+$159.3M
Total Shares Change
+1.6M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 3.2M |
+14.8% |
| $316.7M |
| 1.6% |
| $100.57 |
56 |
| 2025-Q4 | Increased | 2.8M | +17.3% | $277.7M | 1.4% | $99.80 | 57 |
| 2025-Q2 | Increased | 2.4M | +1.1% | $235.2M | 1.5% | $96.25 | 49 |
| 2025-Q1 | Increased | 2.3M | +1.3% | $232.1M | 1.9% | $95.24 | 49 |
| 2024-Q4 | Increased | 2.3M | +37.1% | $224.4M | 1.8% | $92.99 | 63 |
| 2024-Q3 | Increased | 1.7M | +4.1% | $171M | 1.5% | $96.07 | 50 |
| 2024-Q2 | Increased | 1.6M | +4.5% | $157.5M | 1.7% | $91.03 | 50 |