Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Highland Financial Advisors, LLC
- $346 Million
- Q3 2025
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 $252,518. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,027
Previous 11,027
-0.0%
Holding current value
$252,518
Previous $252,000
0.4%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio