Ep Wealth Advisors, LLC Ishares Ibonds 2025 Term High Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 483,104 shares of IBHE stock, worth $11.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
483,104
Previous 534,094 9.55%
Holding current value
$11.2 Million
Previous $12.4 Million 9.47%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Aug 14, 2025
SELL
$22.98 - $23.27 $1.17 Million - $1.19 Million
-50,990 Reduced 9.55%
483,104 $11.2 Million
Q1 2025

May 15, 2025
BUY
$23.16 - $23.32 $1.57 Million - $1.58 Million
67,794 Added 14.54%
534,094 $12.4 Million
Q4 2024

Feb 13, 2025
BUY
$23.08 - $23.28 $2.57 Million - $2.59 Million
111,340 Added 31.37%
466,300 $10.8 Million
Q3 2024

Nov 14, 2024
BUY
$23.03 - $23.3 $1.98 Million - $2 Million
85,940 Added 31.95%
354,960 $8.27 Million
Q2 2024

Aug 19, 2024
BUY
$23.19 - $23.37 $310,746 - $313,158
13,400 Added 5.24%
269,020 $6.26 Million
Q1 2024

May 14, 2024
BUY
$23.04 - $23.43 $1.71 Million - $1.73 Million
74,025 Added 40.76%
255,620 $5.98 Million
Q4 2023

Feb 28, 2024
BUY
$22.62 - $23.26 $3.06 Million - $3.15 Million
135,235 Added 291.71%
181,595 $4.19 Million
Q3 2023

Nov 22, 2023
BUY
$22.69 - $23.07 $1.05 Million - $1.07 Million
46,360 New
46,360 $1.06 Million

Others Institutions Holding IBHE

# of Institutions
156
Shares Held
15.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

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