ISHARES TR

Ticker: XT CUSIP: 46434V381 Class: ETF

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

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

Q4 2025
Shares 7,184 Value ($000) $501 Avg Close Range
Q2 2025
Shares 6,307 Value ($000) $412 Avg Close Range
Q1 2025
Shares 7,572 Value ($000) $436 Avg Close Range
Q4 2024
Shares 8,710 Value ($000) $520 Avg Close Range
Q3 2024
Shares 7,015 Value ($000) $427 Avg Close Range
Q2 2024
Shares 6,221 Value ($000) $366 Avg Close Range
Q1 2024
Shares 8,827 Value ($000) $526 Avg Close Range
Q4 2023
Shares 9,700 Value ($000) $581 Avg Close Range
Q3 2023
Shares 10,168 Value ($000) $531 Avg Close Range
Q2 2023
Shares 839 Value ($000) $618 Avg Close Range
Q1 2023
Shares 2,814 Value ($000) $587 Avg Close Range
Q4 2022
Shares 15,243 Value ($000) $722 Avg Close Range
Q3 2022
Shares 17,100 Value ($000) $764 Avg Close Range
Q2 2022
Shares 18,659 Value ($000) $895 Avg Close Range
Q1 2022
Shares 21,678 Value ($000) $1,278 Avg Close Range
Q4 2021
Shares 27,875 Value ($000) $1,842 Avg Close Range
Q3 2021
Shares 28,628 Value ($000) $1,796 Avg Close Range
Q2 2021
Shares 29,444 Value ($000) $1,862 Avg Close Range
Q1 2021
Shares 30,932 Value ($000) $1,832 Avg Close Range
Q4 2020
Shares 26,325 Value ($000) $1,507 Avg Close Range
Q3 2020
Shares 30,048 Value ($000) $1,460 Avg Close Range
Q2 2020
Shares 49,110 Value ($000) $2,186 Avg Close Range
Q1 2020
Shares 93,393 Value ($000) $3,326 Avg Close Range
Q4 2019
Shares 189,100 Value ($000) $8,086 Avg Close Range
Q3 2019
Shares 257,479 Value ($000) $9,954 Avg Close Range