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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

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Quarterly 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