Ep Wealth Advisors, LLC Ishares Tr Ibonds 2027 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 2027 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,500 shares of IBHG stock, worth $100,980. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,500
Previous 4,551 1.12%
Holding current value
$100,980
Previous $101,000 0.99%
% 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
80
Shares Held
12.3M
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
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