Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 39,860 shares of IBDS stock, worth $969,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares
39,860
Previous 40,476 1.52%
Holding current value
$969,395
Previous $963,000 1.87%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$23.48 - $23.77 $14,463 - $14,642
-616 Reduced 1.52%
39,860 $945,000
Q1 2024

May 14, 2024
SELL
$23.67 - $24.03 $828 - $841
-35 Reduced 0.09%
40,476 $963,000
Q4 2023

Feb 28, 2024
BUY
$22.84 - $23.94 $612,089 - $641,568
26,799 Added 195.44%
40,511 $969,000
Q3 2023

Nov 22, 2023
SELL
$23.07 - $23.6 $1.29 Million - $1.32 Million
-56,106 Reduced 80.36%
13,712 $317,000
Q2 2023

Aug 14, 2023
SELL
$23.39 - $23.94 $783,027 - $801,439
-33,477 Reduced 32.41%
69,818 $1.64 Million
Q1 2023

Jun 05, 2023
BUY
$23.15 - $24.01 $2.39 Million - $2.48 Million
103,295 New
103,295 $2.46 Million

Others Institutions Holding IBDS

# of Institutions
331
Shares Held
81M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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