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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Quarterly reported holdings in Ishares Tr cmn by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $133M | 5.8M | 22.98 |
| 2025-03-31 | $132M | 5.7M | 22.99 |
| 2024-12-31 | $124M | 5.4M | 22.98 |
| 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 |