Ep Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 378,089 shares of IBDQ stock, worth $9.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
378,089
Previous 196,879 92.04%
Holding current value
$9.5 Million
Previous $4.95 Million 92.28%
% of portfolio
0.07%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.04 - $25.18 $4.54 Million - $4.56 Million
181,210 Added 92.04%
378,089 $9.52 Million
Q1 2025

May 15, 2025
SELL
$25.05 - $25.16 $347,969 - $349,497
-13,891 Reduced 6.59%
196,879 $4.95 Million
Q4 2024

Feb 13, 2025
BUY
$25.0 - $25.11 $410,600 - $412,406
16,424 Added 8.45%
210,770 $5.28 Million
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $52,930 - $53,634
2,136 Added 1.11%
194,346 $4.88 Million
Q2 2024

Aug 19, 2024
SELL
$24.69 - $24.86 $18,492 - $18,620
-749 Reduced 0.39%
192,210 $4.78 Million
Q1 2024

May 14, 2024
SELL
$24.7 - $24.84 $55,328 - $55,641
-2,240 Reduced 1.15%
192,959 $4.79 Million
Q4 2023

Feb 28, 2024
BUY
$24.29 - $24.76 $385,749 - $393,213
15,881 Added 8.86%
195,199 $4.83 Million
Q3 2023

Nov 22, 2023
BUY
$24.29 - $24.48 $4.31 Million - $4.34 Million
177,332 Added 8929.1%
179,318 $4.37 Million
Q2 2023

Aug 14, 2023
SELL
$24.34 - $24.65 $6.69 Million - $6.77 Million
-274,697 Reduced 99.28%
1,986 $48,000
Q1 2023

Jun 05, 2023
BUY
$24.13 - $24.64 $6.68 Million - $6.82 Million
276,683 New
276,683 $6.79 Million
Q3 2021

Nov 16, 2021
SELL
$26.83 - $27.09 $459,275 - $463,726
-17,118 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$27.03 - $27.37 $462,699 - $468,519
17,118 New
17,118 $469,000
Q3 2020

Nov 17, 2020
SELL
$26.94 - $27.28 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$24.65 - $26.99 $475,892 - $521,068
-19,306 Closed
0 $462,000
Q1 2020

May 18, 2020
BUY
$22.67 - $26.73 $49,601 - $58,485
2,188 Added 12.78%
19,306 $482,000
Q4 2019

Feb 14, 2020
BUY
$25.74 - $26.03 $440,617 - $445,581
17,118 New
17,118 $444,000

Others Institutions Holding IBDQ

# of Institutions
417
Shares Held
84.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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