Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,421 shares of IBDU stock, worth $598,410. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,421
Previous 17,283 47.09%
Holding current value
$598,410
Previous $399,000 48.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$22.7 - $23.33 $184,732 - $189,859
8,138 Added 47.09%
25,421 $593,000
Q1 2025

May 15, 2025
SELL
$22.61 - $23.14 $135 - $138
-6 Reduced 0.03%
17,283 $399,000
Q4 2024

Feb 13, 2025
BUY
$22.71 - $23.47 $100,128 - $103,479
4,409 Added 34.23%
17,289 $394,000
Q1 2024

May 14, 2024
BUY
$22.61 - $23.1 $291,216 - $297,528
12,880 New
12,880 $293,000

Others Institutions Holding IBDU

# of Institutions
336
Shares Held
100M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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