ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

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

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

Q4 2023
Shares 3,100 Value ($000) $130 Avg Close — Range —
Q3 2018
Shares 13,813 Value ($000) $677 Avg Close — Range —
Q2 2018
Shares 15,607 Value ($000) $767 Avg Close — Range —
Q1 2018
Shares 16,129 Value ($000) $812 Avg Close — Range —
Q4 2017
Shares 23,214 Value ($000) $1,144 Avg Close — Range —
Q3 2017
Shares 29,204 Value ($000) $1,379 Avg Close — Range —
Q2 2017
Shares 40,970 Value ($000) $1,866 Avg Close — Range —