Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Houlihan Financial Resource Group, Ltd.
- $114 Million
- Q3 2025
A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 21,375 shares of IBDW stock, worth $450,798. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,375
Previous 16,550
29.15%
Holding current value
$450,798
Previous $347,000
30.55%
% of portfolio
0.4%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio