Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 117,825 shares of IBDS stock, worth $2.85 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
117,825
Previous 106,654
10.47%
Holding current value
$2.85 Million
Previous $2.56 Million
11.51%
% of portfolio
0.05%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding IBDS
# of Institutions
389Shares Held
104MCall 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 Inc4.01MShares$97 Million1.98% of portfolio
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Morgan Stanley New York, NY3.6MShares$87 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$83 Million6.94% of portfolio