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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 160,570 shares of IBHF stock, worth $3.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
160,570
Previous 121,129 32.56%
Holding current value
$3.71 Million
Previous $2.8 Million 32.95%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
136
Shares Held
26.9M
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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