Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 201,948 shares of IBDU stock, worth $4.68 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

201,948

Previous 204,046 1.03%

Holding current value

$4.68 Million

Previous $4.65 Million 0.41%

% of portfolio

2.1%

Previous 1.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$22.61 - $23.14 $47,435 - $48,547	-2,098 Reduced 1.03%	201,948 $4.67 Million
Q4 2024 Feb 11, 2025	BUY	$22.71 - $23.47 $353,185 - $365,005	15,552 Added 8.25%	204,046 $4.65 Million
Q3 2024 Nov 01, 2024	BUY	$22.51 - $23.57 $704,000 - $737,151	31,275 Added 19.89%	188,494 $4.43 Million
Q2 2024 Jul 31, 2024	BUY	$22.29 - $22.77 $243,852 - $249,103	10,940 Added 7.48%	157,219 $3.56 Million
Q1 2024 May 06, 2024	BUY	$22.61 - $23.1 $841,092 - $859,320	37,200 Added 34.1%	146,279 $3.34 Million
Q4 2023 Feb 14, 2024	BUY	$21.44 - $23.11 $1.65 Million - $1.77 Million	76,800 Added 237.93%	109,079 $2.52 Million
Q3 2023 Nov 09, 2023	BUY	$21.83 - $22.62 $704,650 - $730,150	32,279 New	32,279 $699,000

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2029 Ter Transaction History