EP Wealth Advisors, LLC's ownership history for IBDR

EP Wealth Advisors, LLC currently holds 484.3K shares with a market value of $11.7M. It started holding IBDR on 2024-09-30. At its peak, it held 621.9K shares on 2025-06-30. Its highest holding value was $15.1M on 2025-06-30. At its lowest, it held 125.5K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 337.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 358.9K.