Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 165,037 shares of IBDT stock, worth $4.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

165,037

Previous 170,430 3.16%

Holding current value

$4.18 Million

Previous $4.24 Million 1.77%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

362

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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