Ep Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 378,089 shares of IBDQ stock, worth $9.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
378,089
Previous 196,879 92.04%
Holding current value
$9.51 Million
Previous $4.95 Million 92.28%
% of portfolio
0.07%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.04 - $25.18 $4.54 Million - $4.56 Million
181,210 Added 92.04%
378,089 $9.52 Million
Q1 2025

May 15, 2025
SELL
$25.05 - $25.16 $347,969 - $349,497
-13,891 Reduced 6.59%
196,879 $4.95 Million
Q4 2024

Feb 13, 2025
BUY
$25.0 - $25.11 $410,600 - $412,406
16,424 Added 8.45%
210,770 $5.28 Million
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $52,930 - $53,634
2,136 Added 1.11%
194,346 $4.88 Million
Q2 2024

Aug 19, 2024
SELL
$24.69 - $24.86 $18,492 - $18,620
-749 Reduced 0.39%
192,210 $4.78 Million
Q1 2024

May 14, 2024
SELL
$24.7 - $24.84 $55,328 - $55,641
-2,240 Reduced 1.15%
192,959 $4.79 Million
Q4 2023

Feb 28, 2024
BUY
$24.29 - $24.76 $385,749 - $393,213
15,881 Added 8.86%
195,199 $4.83 Million
Q3 2023

Nov 22, 2023
BUY
$24.29 - $24.48 $4.31 Million - $4.34 Million
177,332 Added 8929.1%
179,318 $4.37 Million
Q2 2023

Aug 14, 2023
SELL
$24.34 - $24.65 $6.69 Million - $6.77 Million
-274,697 Reduced 99.28%
1,986 $48,000
Q1 2023

Jun 05, 2023
BUY
$24.13 - $24.64 $6.68 Million - $6.82 Million
276,683 New
276,683 $6.79 Million
Q3 2021

Nov 16, 2021
SELL
$26.83 - $27.09 $459,275 - $463,726
-17,118 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$27.03 - $27.37 $462,699 - $468,519
17,118 New
17,118 $469,000
Q3 2020

Nov 17, 2020
SELL
$26.94 - $27.28 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$24.65 - $26.99 $475,892 - $521,068
-19,306 Closed
0 $462,000
Q1 2020

May 18, 2020
BUY
$22.67 - $26.73 $49,601 - $58,485
2,188 Added 12.78%
19,306 $482,000
Q4 2019

Feb 14, 2020
BUY
$25.74 - $26.03 $440,617 - $445,581
17,118 New
17,118 $444,000

Others Institutions Holding IBDQ

# of Institutions
430
Shares Held
94.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email