EP Wealth Advisors, LLC's ownership history for IWS


EP Wealth Advisors, LLC currently holds 40.0K shares with a market value of $5.6M. It started holding IWS on 2024-09-30. At its peak, it held 40.0K shares on 2025-12-31. Its highest holding value was $5.6M on 2025-12-31. At its lowest, it held 37.3K shares on 2025-06-30, with a value of $4.8M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 1.6K.


EP Wealth Advisors, LLC's ownership history for IWS