Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,027 shares of IBTG stock, worth $251,966. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,027
Previous 11,027
-0.0%
Holding current value
$251,966
Previous $254,000
0.79%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
257Shares Held
55.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.7 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio