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

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 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

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