Position history for EP Wealth Advisors, LLC's holdings in ISHARES U S ETF TR
EP Wealth Advisors, LLC holds 7,761 shares of NEAR (ISHARES U S ETF TR), worth $394,531 as of 2026-Q1. The position was decreased (-3.1% shares). NEAR represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$394,531
Current Shares
7,761
Total Value Change
-$632,050
Total Shares Change
-12,636
Other major holders of NEAR: ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 7,761 |
-3.1% |
| $394,531 |
| 0.0% |
| $51.07 |
0 |
| 2025-Q4 | Increased | 8,008 | +163.1% | $409,209 | 0.0% | $50.94 | 38 |
| 2025-Q2 | Decreased | 3,044 | -54.5% | $155,549 | 0.0% | $49.55 | 0 |
| 2025-Q1 | Decreased | 6,683 | -23.2% | $339,965 | 0.0% | $48.79 | 0 |
| 2024-Q4 | Decreased | 8,703 | -40.0% | $439,502 | 0.0% | $48.05 | 0 |
| 2024-Q3 | Decreased | 14,512 | -28.9% | $743,595 | 0.0% | $48.01 | 0 |
| 2024-Q2 | Decreased | 20,397 | -21.3% | $1M | 0.0% | $46.51 | 0 |