Helen Stephens Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Helen Stephens Group, LLC

  • $463 Million
  • Q4 2025

A detailed history of Helen Stephens Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Helen Stephens Group, LLC holds 42,960 shares of IBMQ stock, worth $1.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
42,960
Previous 34,929 22.99%
Holding current value
$1.1 Million
Previous $899,000 21.8%
% 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
$25.48 - $25.62 $204,629 - $205,754
8,031 Added 22.99%
42,960 $1.1 Million
Q3 2025

Oct 02, 2025
BUY
$25.37 - $25.79 $886,148 - $900,818
34,929 New
34,929 $899,000

Others Institutions Holding IBMQ

# of Institutions
180
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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