Ep Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,787 shares of ISTB stock, worth $230,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,787
Holding current value
$230,494
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$46.84 - $47.46 $224,223 - $227,191
4,787 New
4,787 $226,000
Q2 2020

Aug 14, 2020
SELL
$50.12 - $51.49 $371,740 - $381,901
-7,417 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$50.24 - $50.61 $3,014 - $3,036
-60 Reduced 0.8%
7,417 $374,000
Q3 2019

Nov 18, 2019
SELL
$50.22 - $50.52 $301 - $303
-6 Reduced 0.08%
7,477 $378,000
Q2 2019

Aug 27, 2019
BUY
N/A
7,483 New
7,483 $377,000
Q1 2019

May 20, 2019
SELL
N/A
-12,116 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
12,116 New
12,116 $594,000

Others Institutions Holding ISTB

# of Institutions
386
Shares Held
58.3M
Call Options Held
0
Put Options Held
100
View Full List

About IHARES CORE 1-5 YEARS USD BOND

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