EP Wealth Advisors, LLC's ownership history for IBDT

EP Wealth Advisors, LLC currently holds 222.7K shares with a market value of $5.7M. It started holding IBDT on 2024-09-30. At its peak, it held 222.7K shares on 2025-12-31. Its highest holding value was $5.7M on 2025-12-31. At its lowest, it held 155.2K shares on 2024-09-30, with a value of $4.0M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 57.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 67.6K.