Ep Wealth Advisors, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 192,959 shares of IBDQ stock, worth $4.79 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
192,959
Previous 195,199
1.15%
Holding current value
$4.79 Million
Previous $4.83 Million
0.95%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding IBDQ
# of Institutions
368Shares Held
77MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.27MShares$180 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.27MShares$81.2 Million0.01% of portfolio
-
Ubs Group Ag2.86MShares$71 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.51MShares$62.3 Million1.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.39MShares$59.4 Million0.17% of portfolio