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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 391,528 shares of IBDS stock, worth $9.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
391,528
Previous 124,482 214.53%
Holding current value
$9.5 Million
Previous $3.01 Million 215.79%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$23.96 - $24.27 $6.4 Million - $6.48 Million
267,046 Added 214.53%
391,528 $9.5 Million
Q1 2025

May 15, 2025
SELL
$23.9 - $24.18 $31,165 - $31,530
-1,304 Reduced 1.04%
124,482 $3.01 Million
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
434
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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