Ishares Tr s^p aggr all shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.7M | 31k | 88.49 |
| 2025-06-30 | $251k | 3.0k | 83.40 |
| 2025-03-31 | $228k | 3.0k | 76.49 |
| 2024-12-31 | $228k | 3.0k | 76.60 |
| 2024-09-30 | $232k | 2.9k | 78.90 |
| 2024-06-30 | $218k | 2.9k | 74.77 |
| 2024-03-31 | $214k | 2.9k | 73.45 |
| 2023-12-31 | $201k | 2.9k | 69.05 |
| 2023-09-30 | $182k | 2.9k | 63.49 |