Ep Wealth Advisors, LLC Ishares Tr Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 653,952 shares of IBDV stock, worth $14.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

653,952

Holding current value

$14.5 Million

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$21.28 - $21.98 $13.9 Million - $14.4 Million	653,952 New	653,952 $14.4 Million

Others Institutions Holding IBDV

# of Institutions

274

Shares Held

77.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.2M
Shares

$116 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

4.68M
Shares

$104 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.68M
Shares

$81.9 Million
1.41% of portfolio
Capital Advisors Inc

2.94M
Shares

$65.4 Million
1.11% of portfolio
Mercer Global Advisors Inc Denver, CO

2.78M
Shares

$61.7 Million
0.13% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Ep Wealth Advisors, LLC Ishares Tr Transaction History