Ep Wealth Advisors, LLC Ishares Tr Ibonds 2027 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 2027 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,500 shares of IBHG stock, worth $100,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,500
Previous 4,500 -0.0%
Holding current value
$100,350
Previous $100,000 1.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$22.21 - $22.56 $1,132 - $1,150
-51 Reduced 1.12%
4,500 $100,000
Q4 2024

Feb 13, 2025
BUY
$22.11 - $22.54 $100,622 - $102,579
4,551 New
4,551 $101,000

Others Institutions Holding IBHG

# of Institutions
100
Shares Held
9.81M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email