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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 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 125,468 shares of IBDR stock, worth $2.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

125,468

Previous 125,557 0.07%

Holding current value

$2.98 Million

Previous $2.99 Million 0.37%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

384

Shares Held

93.2M

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