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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

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 146,634 shares of IBDR stock, worth $3.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
146,634
Previous 148,799 1.45%
Holding current value
$3.48 Million
Previous $3.53 Million 1.44%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-2,165 Reduced 1.45%
146,634 $3.48 Million
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
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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