EP Wealth Advisors, LLC's ownership history for IUSB


EP Wealth Advisors, LLC currently holds 67.9K shares with a market value of $3.1M. It started holding IUSB on 2024-09-30. At its peak, it held 161.7K shares on 2025-06-30. Its highest holding value was $7.5M on 2025-06-30. At its lowest, it held 7.1K shares on 2025-03-31, with a value of $325.7K on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 93.8K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 55.4K.


EP Wealth Advisors, LLC's ownership history for IUSB