Ep Wealth Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 282,682 shares of IBDP stock, worth $7.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
282,682
Previous 286,511 1.34%
Holding current value
$7.09 Million
Previous $7.14 Million 0.77%
% of portfolio
0.08%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$24.89 - $25.05 $95,303 - $95,916
-3,829 Reduced 1.34%
282,682 $7.08 Million
Q4 2023

Feb 28, 2024
BUY
$24.66 - $24.91 $447,455 - $451,991
18,145 Added 6.76%
286,511 $7.14 Million
Q3 2023

Nov 22, 2023
SELL
$24.53 - $24.74 $52.8 Million - $53.2 Million
-2,150,939 Reduced 88.91%
268,366 $6.64 Million
Q2 2023

Aug 14, 2023
BUY
$24.51 - $24.65 $49.7 Million - $49.9 Million
2,026,024 Added 515.16%
2,419,305 $59.6 Million
Q1 2023

Jun 05, 2023
BUY
$24.39 - $24.64 $6.61 Million - $6.68 Million
271,056 Added 221.77%
393,281 $9.67 Million
Q4 2022

Jun 12, 2023
SELL
$24.21 - $24.5 $6.86 Million - $6.94 Million
-283,321 Reduced 72.04%
109,960 $2.69 Million
Q3 2022

Dec 02, 2022
SELL
N/A
-8,981 Reduced 6.84%
122,225 $2.98 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-11,505 Reduced 8.06%
131,206 $3.25 Million
Q1 2022

May 20, 2022
SELL
N/A
-7,483 Reduced 4.98%
142,711 $3.58 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-3,542 Reduced 2.3%
150,194 $3.9 Million
Q3 2021

Nov 23, 2021
BUY
N/A
142,991 Added 1330.77%
153,736 $4.04 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-146,062 Reduced 93.15%
10,745 $4.04 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-2,235 Reduced 1.41%
156,807 $4.14 Million
Q1 2021

May 17, 2021
SELL
N/A
-4,678 Reduced 2.86%
159,042 $4.2 Million
Q4 2020

Feb 18, 2021
BUY
N/A
163,720 New
163,720 $4.35 Million
Q3 2020

Nov 17, 2020
SELL
N/A
0 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-174,941 Closed
0 $4.4 Million
Q1 2020

May 18, 2020
BUY
N/A
37,372 Added 27.17%
174,941 $4.33 Million
Q4 2019

Feb 14, 2020
BUY
N/A
137,569 New
137,569 $3.53 Million

Others Institutions Holding IBDP

# of Institutions
383
Shares Held
78.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

IBDP Quotes by TradingView
  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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