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

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

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 269,020 shares of IBHE stock, worth $6.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
269,020
Previous 255,620 5.24%
Holding current value
$6.23 Million
Previous $5.98 Million 4.75%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
107
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

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