Ep Wealth Advisors, LLC Ishares Tr Ibonds 2028 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 2028 Term Hi stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,300 shares of IBHH stock, worth $101,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,300
Previous 4,348 1.1%
Holding current value
$101,308
Previous $101,000 0.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
$23.33 - $23.71 $1,119 - $1,138
-48 Reduced 1.1%
4,300 $100,000
Q4 2024

Feb 13, 2025
BUY
$23.18 - $23.74 $1,112 - $1,139
48 Added 1.12%
4,348 $101,000
Q3 2024

Nov 14, 2024
BUY
$22.96 - $23.97 $98,728 - $103,071
4,300 New
4,300 $102,000
Q1 2024

May 14, 2024
BUY
$23.05 - $23.38 $99,115 - $100,534
4,300 New
4,300 $100,000

Others Institutions Holding IBHH

# of Institutions
55
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2028 TERM HI

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