Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.39 Billion
- Q1 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 91,484 shares of IBMN stock, worth $2.42 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
91,484
Previous 100,140
8.64%
Holding current value
$2.42 Million
Previous $2.66 Million
8.95%
% of portfolio
0.06%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding IBMN
# of Institutions
159Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.3 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.66MShares$43.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO934KShares$24.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc814KShares$21.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY757KShares$20 Million0.0% of portfolio