Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Houlihan Financial Resource Group, Ltd.

$223 Million
Q1 2025

A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 203,367 shares of IBDT stock, worth $5.15 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

203,367

Previous 207,166 1.83%

Holding current value

$5.15 Million

Previous $5.16 Million 0.41%

% of portfolio

2.31%

Previous 2.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$24.79 - $25.26 $94,177 - $95,962	-3,799 Reduced 1.83%	203,367 $5.14 Million
Q4 2024 Feb 11, 2025	BUY	$24.82 - $25.48 $361,180 - $370,784	14,552 Added 7.56%	207,166 $5.16 Million
Q3 2024 Nov 01, 2024	BUY	$24.62 - $25.59 $723,951 - $752,473	29,405 Added 18.02%	192,614 $4.92 Million
Q2 2024 Jul 31, 2024	BUY	$24.4 - $24.86 $262,055 - $266,996	10,740 Added 7.04%	163,209 $4.04 Million
Q1 2024 May 06, 2024	BUY	$24.69 - $25.14 $976,489 - $994,287	39,550 Added 35.03%	152,469 $3.8 Million
Q4 2023 Feb 14, 2024	BUY	$23.63 - $25.1 $1.84 Million - $1.96 Million	77,990 Added 223.28%	112,919 $2.83 Million
Q3 2023 Nov 09, 2023	BUY	$23.94 - $24.67 $836,200 - $861,698	34,929 New	34,929 $833,000

Others Institutions Holding IBDT

# of Institutions

362

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2028 Ter Transaction History