Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Highland Financial Advisors, LLC
- $346 Million
- Q3 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,698 shares of IBTJ stock, worth $256,537. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,698
Previous 11,698
-0.0%
Holding current value
$256,537
Previous $256,000
-0.0%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio