EP WEALTH ADVISORS, LLC – iShares iBonds Dec 2022 Term Muni Bond ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$933,000
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-0.04%
quarter
iShares iBonds Dec 2022 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.71% | -3.00K shares | -78K | $25.9 | 36.02K |
| Q2 2022 | share | Decrease | -19.71% | -9.58K shares | -249K | $25.91 | 39.03K |
| Q1 2022 | share | Decrease | -6.06% | -3.13K shares | -89K | $25.92 | 48.62K |
| Q4 2021 | share | Decrease | -14.48% | -8.76K shares | -235K | $26.08 | 51.75K |
| Q3 2021 | share | Decrease | -0.12% | -70 shares | -7K | $26.1 | 60.52K |
| Q2 2021 | share | Decrease | -15.54% | -11.15K shares | -298K | $26.1 | 60.59K |
| Q1 2021 | share | Decrease | -4.33% | -3.25K shares | -88K | $26.1 | 71.74K |
| Q4 2020 | share | Increase | 0.00% | 74.99K shares | 1.97M | $26.07 | 74.99K |
| Q2 2020 | share | Decrease | -100.00% | -75.90K shares | -1.97M | $25.93 | 0 |
| Q1 2020 | share | Increase | +57.91% | 27.83K shares | 716K | $25.43 | 75.90K |
| Q4 2019 | share | Increase | 0.00% | 48.06K shares | 1.25M | $25.52 | 48.06K |