Ep Wealth Advisors, LLC Ishares Ibonds Dec 2022 Term C Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 02, 2022	SELL	N/A	-1,995 Reduced 1.3%	151,124 $3.78 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-3,955 Reduced 2.52%	153,119 $3.83 Million
Q1 2022 May 20, 2022	SELL	N/A	-1,510 Reduced 0.95%	157,074 $3.93 Million
Q4 2021 Feb 17, 2022	SELL	N/A	-2,506 Reduced 1.56%	158,584 $3.99 Million
Q3 2021 Nov 23, 2021	BUY	N/A	29,038 Added 21.99%	161,090 $4.08 Million
Q3 2021 Nov 16, 2021	SELL	N/A	-29,362 Reduced 18.19%	132,052 $4.08 Million
Q2 2021 Aug 24, 2021	SELL	N/A	-4,631 Reduced 2.79%	161,414 $4.1 Million
Q1 2021 May 17, 2021	SELL	N/A	-1,340 Reduced 0.8%	166,045 $4.23 Million
Q4 2020 Feb 18, 2021	BUY	N/A	167,385 New	167,385 $4.28 Million
Q3 2020 Nov 17, 2020	SELL	N/A	-174,824 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	N/A	-12,928 Reduced 6.89%	174,824 $4.49 Million
Q1 2020 May 18, 2020	BUY	N/A	28,147 Added 17.64%	187,752 $4.65 Million
Q4 2019 Feb 14, 2020	BUY	N/A	159,605 New	159,605 $4.04 Million

Others Institutions Holding IBDN

# of Institutions

4

Shares Held

90.4K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM C

Ticker IBDN
Sector ETFs
Industry ETFs

More about IBDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.