Helen Stephens Group, LLC Ishares Tr Ibonds 2027 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 2027 Term Hi stock. As of the latest transaction made, Helen Stephens Group, LLC holds 20,451 shares of IBHG stock, worth $456,057. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,451
Previous 15,317
33.52%
Holding current value
$456,057
Previous $344,000
32.56%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBHG
# of Institutions
101Shares Held
9.94MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio