Ep Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,490 shares of IBMO stock, worth $294,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,490

Holding current value

$294,258

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$25.32 - $25.63 $290,926 - $294,488	11,490 New	11,490 $294,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2M
Shares

$51.3 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.07M
Shares

$27.4 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

724K
Shares

$18.5 Million
0.52% of portfolio
Us Bancorp \De\

721K
Shares

$18.5 Million
0.02% of portfolio
New Edge Advisors, LLC New Orleans, LA

645K
Shares

$16.5 Million
0.08% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
Sector ETFs
Industry ETFs

More about IBMO

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Ep Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History