iShares Silver Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Silver Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Silver Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Silver Trust by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.8M | 84k | 21.78 |
2023-09-30 | $1.7M | 84k | 20.34 |
2023-06-30 | $1.8M | 22k | 80.72 |
2022-12-31 | $203k | 9.2k | 22.02 |
2021-09-30 | $224k | 11k | 20.53 |
2021-06-30 | $295k | 12k | 24.23 |
2021-03-31 | $361k | 16k | 22.68 |
2020-12-31 | $391k | 16k | 24.56 |
2020-09-30 | $345k | 16k | 21.67 |