Ep Wealth Advisors, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

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 $99,588. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,300

Holding current value

$99,588

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

1.43M

Call Options Held

Put Options Held

New Edge Advisors, LLC New Orleans, LA

553K
Shares

$12.8 Million
0.12% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$3.95 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

76.7K
Shares

$1.78 Million
0.16% of portfolio
Lido Advisors, LLC Los Angeles, CA

58.5K
Shares

$1.35 Million
0.01% of portfolio
Ifp Advisors, Inc

45.1K
Shares

$1.05 Million
0.05% of portfolio

View Full List

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
Sector ETFs
Industry ETFs

More about IBHH

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Ep Wealth Advisors, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History