Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Houlihan Financial Resource Group, Ltd.
- $114 Million
- Q3 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 96,330 shares of IBDU stock, worth $2.25 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
96,330
Previous 202,900
52.52%
Holding current value
$2.25 Million
Previous $4.73 Million
52.2%
% of portfolio
1.99%
Previous 1.96%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio