Ep Wealth Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,551 shares of IBHG stock, worth $102,306. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,551

Holding current value

$102,306

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$22.11 - $22.54 $100,622 - $102,579	4,551 New	4,551 $101,000

Others Institutions Holding IBHG

# of Institutions

Shares Held

5.02M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

719K
Shares

$16.2 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

540K
Shares

$12.1 Million
0.95% of portfolio
Commonwealth Equity Services, LLC

381K
Shares

$8.57 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

347K
Shares

$7.8 Million
0.01% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

345K
Shares

$7.76 Million
1.51% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

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Ep Wealth Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History