EP Wealth Advisors, LLC's ownership history for IBHF

EP Wealth Advisors, LLC currently holds 184.7K shares with a market value of $4.2M. It started holding IBHF on 2024-12-31. At its peak, it held 228.2K shares on 2025-12-31. Its highest holding value was $5.3M on 2025-12-31. At its lowest, it held 121.1K shares on 2024-12-31, with a value of $2.8M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 36.4K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 63.5K.