Ep Wealth Advisors, LLC Blackrock Ultra Short Term Bon Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Blackrock Ultra Short Term Bon stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,427 shares of ICSH stock, worth $123,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,427

Holding current value

$123,048

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$50.48 - $50.71 $122,514 - $123,073	2,427 New	2,427 $123,000
Q4 2024 Feb 13, 2025	BUY	$50.35 - $50.69 $337,445 - $339,724	6,702 New	6,702 $337,000
Q4 2023 Feb 28, 2024	SELL	$50.18 - $50.48 $358,586 - $360,730	-7,146 Reduced 75.61%	2,305 $116,000
Q3 2023 Nov 22, 2023	SELL	$50.1 - $50.39 $3.54 Million - $3.56 Million	-70,660 Reduced 88.2%	9,451 $476,000
Q2 2023 Aug 14, 2023	BUY	$50.08 - $50.32 $3.3 Million - $3.32 Million	65,985 Added 467.12%	80,111 $4.03 Million
Q1 2023 Jun 05, 2023	BUY	$50.04 - $50.29 $706,865 - $710,396	14,126 New	14,126 $709,000
Q3 2020 Nov 17, 2020	SELL	$50.52 - $50.59 $0 - $0	0 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$49.88 - $50.57 $4.44 Million - $4.5 Million	-88,940 Closed	0 $708,000
Q4 2019 Feb 14, 2020	BUY	$50.3 - $50.43 $3.97 Million - $3.98 Million	79,000 Added 794.77%	88,940 $4.48 Million
Q2 2019 Aug 27, 2019	BUY	$50.2 - $50.39 $498,988 - $500,876	9,940 New	9,940 $501,000

Others Institutions Holding ICSH

# of Institutions

513

Shares Held

68.3M

Call Options Held

Put Options Held

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About BLACKROCK ULTRA SHORT-TERM BON

Ticker ICSH
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Blackrock Ultra Short Term Bon Transaction History