Helen Stephens Group, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Helen Stephens Group, LLC
- $463 Million
- Q4 2025
A detailed history of Helen Stephens Group, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Helen Stephens Group, LLC holds 17,353 shares of IBHI stock, worth $408,142. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,353
Previous 12,492
38.91%
Holding current value
$408,142
Previous $296,000
37.84%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio