EP Wealth Advisors, LLC's ownership history for IWV


EP Wealth Advisors, LLC currently holds 13.2K shares with a market value of $4.6M. It started holding IWV on 2024-09-30. At its peak, it held 15.5K shares on 2024-09-30. Its highest holding value was $5.1M on 2024-09-30. At its lowest, it held 13.2K shares on 2025-06-30, with a value of $4.5M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 1.8K.


EP Wealth Advisors, LLC's ownership history for IWV