Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 382,980 shares of IVV (ISHARES TR), worth $250.2M as of 2026-Q1. The position was increased (+92.8% shares). IVV represents 1.2% of EP Wealth Advisors, LLC's portfolio.
Current Value
$250.2M
Current Shares
382,980
Total Value Change
+$206.4M
Total Shares Change
+302,954
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 382,980 |
+92.8% |
| $250.2M |
| 1.2% |
| $683.37 |
77 |
| 2025-Q4 | Increased | 198,621 | +11.1% | $136M | 0.7% | $689.92 | 47 |
| 2025-Q2 | Increased | 178,759 | +104.3% | $111M | 0.7% | $613.43 | 68 |
| 2025-Q1 | Increased | 87,505 | +1.7% | $49.2M | 0.4% | $552.75 | 36 |
| 2024-Q4 | Decreased | 86,045 | -17.4% | $50.7M | 0.4% | $583.48 | 0 |
| 2024-Q3 | Increased | 104,160 | +30.2% | $60.1M | 0.5% | $564.81 | 52 |
| 2024-Q2 | Increased | 80,026 | +0.9% | $43.8M | 0.5% | $536.31 | 35 |