Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 198,621 shares of IVV (ISHARES TR), worth $136M as of 2025-Q4. The position was increased (++11.1% shares). IVV represents 0.7% of EP Wealth Advisors, LLC's portfolio.
Current Value
$136M
Current Shares
198,621
Total Value Change
+$92.3M
Total Shares Change
+118,595
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
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 |