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 $100,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$100,800
Previous $100,000
1.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBHG
# of Institutions
92Shares Held
8.86MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.7 Million2.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ800KShares$17.9 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO779KShares$17.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA491KShares$11 Million0.0% of portfolio
-
Keeler T Homas Management LLC429KShares$9.62 Million4.37% of portfolio