Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Houlihan Financial Resource Group, Ltd.
- $147 Million
- Q2 2024
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 157,219 shares of IBDU stock, worth $3.7 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
157,219
Previous 146,279
7.48%
Holding current value
$3.7 Million
Previous $3.34 Million
6.77%
% of portfolio
2.43%
Previous 1.5%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
205Shares Held
48.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.47MShares$81.7 Million1.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$78.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.58MShares$60.7 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC2.3MShares$54.2 Million1.0% of portfolio