ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

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

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

Q2 2025
Shares 1,931 Value ($000) $180 Avg Close — Range —
Q1 2025
Shares 2,781 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 2,737 Value ($000) $283 Avg Close — Range —
Q3 2024
Shares 2,530 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 3,215 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 3,665 Value ($000) $424 Avg Close — Range —
Q4 2023
Shares 3,665 Value ($000) $373 Avg Close — Range —
Q3 2023
Shares 3,665 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 99,748 Value ($000) $360 Avg Close — Range —
Q1 2023
Shares 20,627 Value ($000) $2,374 Avg Close — Range —
Q4 2022
Shares 3,751 Value ($000) $227 Avg Close — Range —
Q2 2022
Shares 3,740 Value ($000) $196 Avg Close — Range —