Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Highland Financial Advisors, LLC
- $277 Million
- Q1 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,306 shares of IBTH stock, worth $255,176. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,306
Previous 11,306
-0.0%
Holding current value
$255,176
Previous $251,000
0.8%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
240Shares Held
46.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$123 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.95MShares$66.5 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$54.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$34.1 Million0.01% of portfolio