Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 125,786 shares of IBDS stock, worth $3.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

125,786

Previous 105,471 19.26%

Holding current value

$3.03 Million

Previous $2.57 Million 17.24%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$23.88 - $24.32 $485,122 - $494,060	20,315 Added 19.26%	125,786 $3.01 Million
Q3 2024 Nov 14, 2024	BUY	$23.63 - $24.42 $1.55 Million - $1.6 Million	65,611 Added 164.6%	105,471 $2.57 Million
Q2 2024 Aug 19, 2024	SELL	$23.48 - $23.77 $14,463 - $14,642	-616 Reduced 1.52%	39,860 $945,000
Q1 2024 May 14, 2024	SELL	$23.67 - $24.03 $828 - $841	-35 Reduced 0.09%	40,476 $963,000
Q4 2023 Feb 28, 2024	BUY	$22.84 - $23.94 $612,089 - $641,568	26,799 Added 195.44%	40,511 $969,000
Q3 2023 Nov 22, 2023	SELL	$23.07 - $23.6 $1.29 Million - $1.32 Million	-56,106 Reduced 80.36%	13,712 $317,000
Q2 2023 Aug 14, 2023	SELL	$23.39 - $23.94 $783,027 - $801,439	-33,477 Reduced 32.41%	69,818 $1.64 Million
Q1 2023 Jun 05, 2023	BUY	$23.15 - $24.01 $2.39 Million - $2.48 Million	103,295 New	103,295 $2.46 Million

Others Institutions Holding IBDS

# of Institutions

377

Shares Held

99.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History