Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 219,609 shares of IBDT stock, worth $5.58 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
219,609
Previous 165,037 33.07%
Holding current value
$5.58 Million
Previous $4.17 Million 33.93%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.94 - $25.42 $1.36 Million - $1.39 Million
54,572 Added 33.07%
219,609 $5.58 Million
Q1 2025

May 15, 2025
SELL
$24.79 - $25.26 $133,692 - $136,227
-5,393 Reduced 3.16%
165,037 $4.17 Million
Q4 2024

Feb 13, 2025
BUY
$24.82 - $25.48 $378,430 - $388,493
15,247 Added 9.83%
170,430 $4.24 Million
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $14,870 - $15,456
604 Added 0.39%
155,183 $3.96 Million
Q2 2024

Aug 19, 2024
SELL
$24.4 - $24.86 $11,809 - $12,032
-484 Reduced 0.31%
154,579 $3.83 Million
Q1 2024

May 14, 2024
BUY
$24.69 - $25.14 $195,668 - $199,234
7,925 Added 5.39%
155,063 $3.86 Million
Q4 2023

Feb 28, 2024
BUY
$23.63 - $25.1 $252,604 - $268,319
10,690 Added 7.83%
147,138 $3.69 Million
Q3 2023

Nov 22, 2023
BUY
$23.94 - $24.67 $1.44 Million - $1.49 Million
60,245 Added 79.06%
136,448 $3.28 Million
Q2 2023

Aug 14, 2023
BUY
$24.43 - $25.1 $1.47 Million - $1.51 Million
60,348 Added 380.62%
76,203 $1.87 Million
Q1 2023

Jun 05, 2023
BUY
$24.16 - $25.2 $383,056 - $399,546
15,855 New
15,855 $395,000

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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