EP Wealth Advisors, LLC's ownership history for ITOT

EP Wealth Advisors, LLC currently holds 31.0K shares with a market value of $4.4M. It started holding ITOT on 2024-09-30. At its peak, it held 52.8K shares on 2024-12-31. Its highest holding value was $6.8M on 2024-12-31. At its lowest, it held 20.1K shares on 2025-06-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 11.0K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 21.8K.