EP Wealth Advisors, LLC's ownership history for IBDQ


EP Wealth Advisors, LLC currently holds 378.1K shares with a market value of $9.5M. It started holding IBDQ on 2024-09-30. At its peak, it held 378.1K shares on 2025-06-30. Its highest holding value was $9.5M on 2025-06-30. At its lowest, it held 194.3K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 167.3K.


EP Wealth Advisors, LLC's ownership history for IBDQ