Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 688,345 shares of IBDW stock, worth $14.7 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
688,345
Holding current value
$14.7 Million
% of portfolio
0.1%

Shares

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

Aug 14, 2025
BUY
$20.23 - $21.04 $13.9 Million - $14.5 Million
688,345 New
688,345 $14.5 Million

Others Institutions Holding IBDW

# of Institutions
237
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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