EP Wealth Advisors, LLC's ownership history for IBDU


EP Wealth Advisors, LLC currently holds 111.5K shares with a market value of $2.6M. It started holding IBDU on 2024-09-30. At its peak, it held 111.5K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 12.9K shares on 2024-09-30, with a value of $302.8K on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 94.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 98.6K.


EP Wealth Advisors, LLC's ownership history for IBDU