Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 784,953 shares of MUB (ISHARES TR), worth $84.1M as of 2025-Q4. The position was decreased (-7.1% shares). MUB represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$84.1M
Current Shares
784,953
Total Value Change
-$12.7M
Total Shares Change
-123,291
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 784,953 |
-7.1% |
| $84.1M |
| 0.4% |
| $106.82 |
0 |
| 2025-Q2 | Decreased | 844,683 | -11.0% | $88.3M | 0.6% | $102.13 | 0 |
| 2025-Q1 | Decreased | 949,055 | -9.7% | $100.1M | 0.8% | $102.16 | 0 |
| 2024-Q4 | Increased | 1.1M | +11.7% | $111.9M | 0.9% | $102.97 | 47 |
| 2024-Q3 | Increased | 940,337 | +3.5% | $102.1M | 0.9% | $103.97 | 44 |
| 2024-Q2 | Decreased | 908,244 | -4.5% | $96.8M | 1.0% | $101.16 | 0 |