Ep Wealth Advisors, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 148,248 shares of IBHF stock, worth $3.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
148,248
Previous 160,570 7.67%
Holding current value
$3.44 Million
Previous $3.73 Million 7.64%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2025
SELL
$22.57 - $23.23 $278,107 - $286,240
-12,322 Reduced 7.67%
148,248 $3.44 Million
Q1 2025

May 15, 2025
BUY
$23.13 - $23.41 $912,270 - $923,313
39,441 Added 32.56%
160,570 $3.73 Million
Q4 2024

Feb 13, 2025
BUY
$23.03 - $23.33 $2.79 Million - $2.83 Million
121,129 New
121,129 $2.8 Million

Others Institutions Holding IBHF

# of Institutions
167
Shares Held
27.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2026 TERM HI

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