iShares Dow Jones US Reg Banks Ind. shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Reg Banks Ind.
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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $130k | 3.1k | 41.84 |
| 2018-09-30 | $677k | 14k | 49.01 |
| 2018-06-30 | $767k | 16k | 49.14 |
| 2018-03-31 | $812k | 16k | 50.34 |
| 2017-12-31 | $1.1M | 23k | 49.28 |
| 2017-09-30 | $1.4M | 29k | 47.22 |
| 2017-06-30 | $1.9M | 41k | 45.55 |
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