iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.7M | 54k | 105.43 |
| 2023-09-30 | $5.3M | 52k | 102.86 |
| 2023-06-30 | $5.9M | 979 | 6013.91 |
| 2023-03-31 | $3.0M | 27k | 113.06 |
| 2022-12-31 | $7.0M | 67k | 104.27 |
| 2022-09-30 | $8.4M | 82k | 102.66 |
| 2022-06-30 | $7.5M | 72k | 104.67 |
| 2022-03-31 | $18M | 175k | 104.60 |
| 2021-12-31 | $1.3M | 12k | 107.39 |
| 2021-09-30 | $1.0M | 22k | 46.77 |
| 2021-06-30 | $826k | 7.7k | 107.86 |
| 2021-03-31 | $473k | 4.4k | 107.74 |
| 2020-12-31 | $444k | 4.1k | 108.13 |
| 2020-09-30 | $528k | 4.9k | 108.00 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $478k | 4.5k | 106.32 |
| 2019-12-31 | $480k | 4.5k | 106.76 |
| 2019-09-30 | $584k | 5.5k | 106.61 |
| 2019-06-30 | $328k | 3.1k | 106.56 |
| 2019-03-31 | $326k | 3.1k | 105.91 |
| 2018-12-31 | $425k | 4.0k | 105.30 |
| 2018-09-30 | $966k | 9.2k | 104.75 |
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