Ep Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 621,930 shares of IBDR stock, worth $14.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
621,930
Previous 146,634 324.14%
Holding current value
$14.8 Million
Previous $3.48 Million 324.18%
% of portfolio
0.1%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
475,296 Added 324.14%
621,930 $14.8 Million
Q1 2025

May 15, 2025
SELL
N/A
-2,165 Reduced 1.45%
146,634 $3.48 Million
Q4 2024

Feb 13, 2025
BUY
N/A
23,331 Added 18.6%
148,799 $3.53 Million
Q3 2024

Nov 14, 2024
SELL
$23.75 - $23.75 $2,113 - $2,113
-89 Reduced 0.07%
125,468 $2.98 Million
Q2 2024

Aug 19, 2024
SELL
$23.65 - $23.82 $28,261 - $28,464
-1,195 Reduced 0.94%
125,557 $2.99 Million
Q1 2024

May 14, 2024
BUY
$23.76 - $23.98 $130,751 - $131,961
5,503 Added 4.54%
126,752 $3.02 Million
Q4 2023

Feb 28, 2024
BUY
$23.15 - $23.9 $480,269 - $495,829
20,746 Added 20.64%
121,249 $2.9 Million
Q3 2023

Nov 22, 2023
BUY
$23.28 - $23.6 $2.32 Million - $2.35 Million
99,588 Added 10883.93%
100,503 $2.34 Million
Q2 2023

Aug 14, 2023
SELL
$23.42 - $23.83 $4.29 Million - $4.36 Million
-182,987 Reduced 99.5%
915 $21,000
Q1 2023

Jun 05, 2023
BUY
$23.14 - $23.86 $4.26 Million - $4.39 Million
183,902 New
183,902 $4.36 Million

Others Institutions Holding IBDR

# of Institutions
455
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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