EP Wealth Advisors, LLC's ownership history for IUSV
EP Wealth Advisors, LLC currently holds 39.1K shares with a market value of $4.0M. It started holding IUSV on 2024-09-30. At its peak, it held 75.2K shares on 2025-06-30. Its highest holding value was $7.1M on 2025-06-30. At its lowest, it held 36.4K shares on 2024-09-30, with a value of $3.5M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 2.8K.
EP Wealth Advisors, LLC's ownership history for IUSV