Ep Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,904 shares of HYDB stock, worth $136,923. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,904

Holding current value

$136,923

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$44.64 - $47.48 $129,634 - $137,881	2,904 New	2,904 $137,000

Others Institutions Holding HYDB

# of Institutions

248

Shares Held

26.7M

Call Options Held

Put Options Held

Renaissancere Holdings LTD Pembroke, D0

5.06M
Shares

$238 Million
32.65% of portfolio
Bank Of America Corp Charlotte, NC

3.16M
Shares

$149 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.39M
Shares

$65.7 Million
0.02% of portfolio
Wealthspire Advisors, LLC New York, NY

1.3M
Shares

$61.3 Million
0.33% of portfolio
Factory Mutual Insurance CO Waltham, MA

1.06M
Shares

$49.8 Million
0.5% of portfolio

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History