EP Wealth Advisors, LLC's ownership history for IWD

EP Wealth Advisors, LLC currently holds 308.4K shares with a market value of $64.9M. It started holding IWD on 2024-09-30. At its peak, it held 323.3K shares on 2024-09-30. Its highest holding value was $64.9M on 2025-12-31. At its lowest, it held 308.4K shares on 2025-12-31, with a value of $58.9M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 4.6K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 15.0K.