EP Wealth Advisors, LLC's ownership history for IWP

EP Wealth Advisors, LLC currently holds 189.7K shares with a market value of $26.0M. It started holding IWP on 2024-09-30. At its peak, it held 316.4K shares on 2025-03-31. Its highest holding value was $37.2M on 2025-03-31. At its lowest, it held 138.5K shares on 2024-09-30, with a value of $16.3M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 126.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 51.2K.