Ep Wealth Advisors, LLC Ishares Ibonds 2025 Term High Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 534,094 shares of IBHE stock, worth $12.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

534,094

Previous 466,300 14.54%

Holding current value

$12.4 Million

Previous $10.8 Million 14.73%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.16 - $23.32 $1.57 Million - $1.58 Million	67,794 Added 14.54%	534,094 $12.4 Million
Q4 2024 Feb 13, 2025	BUY	$23.08 - $23.28 $2.57 Million - $2.59 Million	111,340 Added 31.37%	466,300 $10.8 Million
Q3 2024 Nov 14, 2024	BUY	$23.03 - $23.3 $1.98 Million - $2 Million	85,940 Added 31.95%	354,960 $8.27 Million
Q2 2024 Aug 19, 2024	BUY	$23.19 - $23.37 $310,746 - $313,158	13,400 Added 5.24%	269,020 $6.26 Million
Q1 2024 May 14, 2024	BUY	$23.04 - $23.43 $1.71 Million - $1.73 Million	74,025 Added 40.76%	255,620 $5.98 Million
Q4 2023 Feb 28, 2024	BUY	$22.62 - $23.26 $3.06 Million - $3.15 Million	135,235 Added 291.71%	181,595 $4.19 Million
Q3 2023 Nov 22, 2023	BUY	$22.69 - $23.07 $1.05 Million - $1.07 Million	46,360 New	46,360 $1.06 Million

Others Institutions Holding IBHE

# of Institutions

150

Shares Held

15.7M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Ishares Ibonds 2025 Term High Transaction History