Helen Stephens Group, LLC Ishares Tr Ibonds December 202 Transaction History

Helen Stephens Group, LLC

  • $463 Million
  • Q4 2025

A detailed history of Helen Stephens Group, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Helen Stephens Group, LLC holds 42,831 shares of IBMO stock, worth $1.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
42,831
Previous 34,830 22.97%
Holding current value
$1.1 Million
Previous $895,000 22.46%
% of portfolio
0.24%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$25.52 - $25.62 $204,185 - $204,985
8,001 Added 22.97%
42,831 $1.1 Million
Q3 2025

Oct 02, 2025
BUY
$25.58 - $25.72 $890,951 - $895,827
34,830 New
34,830 $895,000

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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