EP WEALTH ADVISORS, LLC – iShares ESG 1-5 Year USD Corporate Bond ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$7.74M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-2.49%
quarter
iShares ESG 1-5 Year USD Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.45% | 10.99K shares | 67K | $23.49 | 329.59K |
| Q2 2022 | share | Increase | +45.23% | 99.22K shares | 2.27M | $24.09 | 318.60K |
| Q1 2022 | share | Increase | +142.90% | 129.06K shares | 3.08M | $24.63 | 219.38K |
| Q4 2021 | share | Increase | 0.00% | 90.31K shares | 2.31M | $25.66 | 90.31K |