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 10,606 shares of IBDS stock, worth $255,604. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,606
Previous 10,606
-0.0%
Holding current value
$255,604
Previous $254,000
0.79%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
381Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$188 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.8 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.7 Million6.94% of portfolio