Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

IBDZIBDZ
1 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

EP Wealth Advisors, LLC holds 126,985 shares of IBDZ (ISHARES TR), worth $3.3M as of 2026-Q2. This is a new position. IBDZ represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$3.3M

Current Shares

126,985

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
126,985
-
$3.3M0.0%$25.94
37

Other major holders of IBDZ: Aptus Capital Advisors, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used