Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 148,799 shares of IBDR stock, worth $3.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

148,799

Previous 125,468 18.6%

Holding current value

$3.53 Million

Previous $2.98 Million 18.6%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	23,331 Added 18.6%	148,799 $3.53 Million
Q3 2024 Nov 14, 2024	SELL	$23.75 - $23.75 $2,113 - $2,113	-89 Reduced 0.07%	125,468 $2.98 Million
Q2 2024 Aug 19, 2024	SELL	$23.65 - $23.82 $28,261 - $28,464	-1,195 Reduced 0.94%	125,557 $2.99 Million
Q1 2024 May 14, 2024	BUY	$23.76 - $23.98 $130,751 - $131,961	5,503 Added 4.54%	126,752 $3.02 Million
Q4 2023 Feb 28, 2024	BUY	$23.15 - $23.9 $480,269 - $495,829	20,746 Added 20.64%	121,249 $2.9 Million
Q3 2023 Nov 22, 2023	BUY	$23.28 - $23.6 $2.32 Million - $2.35 Million	99,588 Added 10883.93%	100,503 $2.34 Million
Q2 2023 Aug 14, 2023	SELL	$23.42 - $23.83 $4.29 Million - $4.36 Million	-182,987 Reduced 99.5%	915 $21,000
Q1 2023 Jun 05, 2023	BUY	$23.14 - $23.86 $4.26 Million - $4.39 Million	183,902 New	183,902 $4.36 Million

Others Institutions Holding IBDR

# of Institutions

398

Shares Held

100M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History