ISHARES TR

Ticker: EMB CUSIP: 464288281 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,675 Value ($000) $1,606 Avg Close — Range —
Q2 2025
Shares 12,501 Value ($000) $1,158 Avg Close — Range —
Q1 2025
Shares 28,052 Value ($000) $2,541 Avg Close — Range —
Q4 2024
Shares 47,779 Value ($000) $4,254 Avg Close — Range —
Q3 2024
Shares 21,114 Value ($000) $1,976 Avg Close — Range —
Q2 2024
Shares 19,839 Value ($000) $1,755 Avg Close — Range —
Q1 2024
Shares 19,589 Value ($000) $1,757 Avg Close — Range —
Q4 2023
Shares 23,345 Value ($000) $2,079 Avg Close — Range —
Q3 2023
Shares 16,312 Value ($000) $1,346 Avg Close — Range —
Q2 2023
Shares 9,785 Value ($000) $1,045 Avg Close — Range —
Q1 2023
Shares 1,744 Value ($000) $802 Avg Close — Range —
Q4 2022
Shares 51,914 Value ($000) $4,391 Avg Close — Range —
Q3 2022
Shares 44,788 Value ($000) $3,556 Avg Close — Range —
Q2 2022
Shares 52,165 Value ($000) $4,451 Avg Close — Range —
Q1 2022
Shares 34,196 Value ($000) $3,343 Avg Close — Range —
Q4 2021
Shares 57,374 Value ($000) $6,257 Avg Close — Range —
Q3 2021
Shares 4,778 Value ($000) $526 Avg Close — Range —
Q2 2021
Shares 3,900 Value ($000) $439 Avg Close — Range —
Q1 2021
Shares 4,601 Value ($000) $501 Avg Close — Range —
Q4 2020
Shares 4,067 Value ($000) $471 Avg Close — Range —
Q3 2020
Shares 9,511 Value ($000) $1,055 Avg Close — Range —
Q2 2020
Shares 15,536 Value ($000) $1,697 Avg Close — Range —
Q1 2020
Shares 26,076 Value ($000) $2,521 Avg Close — Range —
Q4 2019
Shares 45,531 Value ($000) $5,216 Avg Close — Range —
Q3 2019
Shares 64,737 Value ($000) $7,338 Avg Close — Range —
Q2 2019
Shares 4,714 Value ($000) $534 Avg Close — Range —
Q1 2019
Shares 6,624 Value ($000) $729 Avg Close — Range —
Q4 2018
Shares 25,061 Value ($000) $2,604 Avg Close — Range —
Q3 2018
Shares 61,179 Value ($000) $6,596 Avg Close — Range —
Q1 2018
Shares 2,054 Value ($000) $232 Avg Close — Range —
Q4 2017
Shares 2,076 Value ($000) $241 Avg Close — Range —
Q3 2017
Shares 1,795 Value ($000) $209 Avg Close — Range —
Q2 2017
Shares 2,967 Value ($000) $339 Avg Close — Range —
Q1 2017
Shares 2,421 Value ($000) $275 Avg Close — Range —
Q3 2016
Shares 2,400 Value ($000) $281 Avg Close — Range —
Q2 2016
Shares 1,927 Value ($000) $222 Avg Close — Range —
Q4 2015
Shares 10,535 Value ($000) $1,114 Avg Close — Range —
Q3 2015
Shares 8,116 Value ($000) $864 Avg Close — Range —
Q1 2015
Shares 3,160 Value ($000) $354,299 Avg Close — Range —
Q4 2014
Shares 80,995 Value ($000) $8,886 Avg Close — Range —