Ishares Tr msci lw crb tg shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr msci lw crb tg
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci lw crb tg 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 Tr msci lw crb tg by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $158k | 805 | 196.13 |
2024-06-30 | $120k | 655 | 183.34 |
2024-03-31 | $118k | 655 | 179.56 |
2023-12-31 | $108k | 655 | 165.54 |
2022-03-31 | $107k | 655 | 163.36 |