EP Wealth Advisors, LLC's ownership history for IBDV

EP Wealth Advisors, LLC currently holds 713.8K shares with a market value of $15.6M. It started holding IBDV on 2025-06-30. At its peak, it held 722.7K shares on 2025-12-31. Its highest holding value was $15.9M on 2025-12-31. At its lowest, it held 654.0K shares on 2025-06-30, with a value of $14.4M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 59.8K.