Klaas Financial Asset Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
Klaas Financial Asset Advisors, LLC
- $626 Million
- Q2 2025
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 23,746 shares of IBHG stock, worth $534,047. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,746
Previous 25,153
5.59%
Holding current value
$534,047
Previous $561,000
4.63%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBHG
# of Institutions
83Shares Held
7.5MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.17MShares$26.2 Million1.91% of portfolio
-
Northwestern Mutual Wealth Management CO771KShares$17.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA489KShares$11 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$10.9 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC389KShares$8.75 Million0.01% of portfolio