EP Wealth Advisors, LLC's ownership history for IBDS


EP Wealth Advisors, LLC currently holds 511.3K shares with a market value of $12.4M. It started holding IBDS on 2024-09-30. At its peak, it held 516.2K shares on 2025-12-31. Its highest holding value was $12.5M on 2025-12-31. At its lowest, it held 105.5K shares on 2024-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 119.8K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 385.6K.


EP Wealth Advisors, LLC's ownership history for IBDS