Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 10.5M shares of IGSB (ISHARES TR), worth $556.1M as of 2025-Q4. The position was increased (++35.7% shares). IGSB represents 2.9% of EP Wealth Advisors, LLC's portfolio.
Current Value
$556.1M
Current Shares
10.5M
Total Value Change
+$380.6M
Total Shares Change
+7.1M
Other major holders of IGSB: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 10.5M |
+35.7% |
| $556.1M |
| 2.9% |
| $52.73 |
70 |
| 2025-Q2 | Increased | 7.8M | +35.7% | $409M | 2.7% | $51.14 | 69 |
| 2025-Q1 | Increased | 5.7M | +10.8% | $299.2M | 2.4% | $50.22 | 59 |
| 2024-Q4 | Increased | 5.2M | +28.6% | $266.7M | 2.2% | $49.26 | 66 |
| 2024-Q3 | Increased | 4M | +17.0% | $211.2M | 1.8% | $49.52 | 56 |
| 2024-Q2 | Increased | 3.4M | +12.8% | $175.6M | 1.9% | $47.65 | 54 |