Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 155,183 shares of IBDT stock, worth $3.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

155,183

Previous 154,579 0.39%

Holding current value

$3.89 Million

Previous $3.83 Million 3.47%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

319

Shares Held

70.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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