Ishares Tr cmn shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr cmn
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All positions including Ishares Tr cmn held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $122M | 5.2M | 23.45 |
2024-06-30 | $113M | 5.0M | 22.57 |
2024-03-31 | $108M | 4.8M | 22.77 |
2023-12-31 | $108M | 4.7M | 23.04 |
2023-09-30 | $104M | 4.7M | 22.04 |
2023-06-30 | $61M | 18k | 3353.43 |
2023-03-31 | $85M | 823k | 103.73 |
2022-12-31 | $48M | 2.1M | 22.72 |
2022-09-30 | $42M | 1.8M | 22.76 |