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Ishares shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $174k 17k 10.18
2023-09-30 $145k 17k 8.57
2023-06-30 $164k 53k 3.10

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
Jane Street
Bank of America Corporation
Visionary Wealth Advisors
Bank Of Montreal
Walkner Condon Financial Advisors
Lane Generational
Wealthfront Advisers
Citadel Advisors
Advisor Group Holdings
Founders Financial Securities
Johnson Investment Counsel
Evoke Wealth
GFG Capital

View all funds holding Ishares