Ep Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,490 shares of IBMO stock, worth $294,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,490

Holding current value

$294,258

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$25.32 - $25.63 $290,926 - $294,488	11,490 New	11,490 $294,000

Others Institutions Holding IBMO

# of Institutions

195

Shares Held

19.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.96M
Shares

$50.3 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

947K
Shares

$24.3 Million
0.05% of portfolio
Clearstead Advisors, LLC Cleveland, OH

882K
Shares

$22.6 Million
0.33% of portfolio
Envestnet Asset Management Inc

878K
Shares

$22.5 Million
0.01% of portfolio
Us Bancorp \De\

735K
Shares

$18.8 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
Sector ETFs
Industry ETFs

More about IBMO

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Ep Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History