Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,198,830 shares of IBTE stock, worth $28.7 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,198,830
Previous 1,277,845 6.18%
Holding current value
$28.7 Million
Previous $30.6 Million 6.11%
% of portfolio
0.66%
Previous 0.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$23.88 - $24.01 $1.89 Million - $1.9 Million
-79,015 Reduced 6.18%
1,198,830 $28.8 Million
Q2 2024

Jul 11, 2024
BUY
$23.85 - $23.98 $1.99 Million - $2 Million
83,530 Added 6.99%
1,277,845 $30.6 Million
Q1 2024

May 02, 2024
BUY
$23.85 - $23.95 $768,160 - $771,381
32,208 Added 2.77%
1,194,315 $28.6 Million
Q4 2023

Jan 16, 2024
BUY
$23.75 - $23.91 $6.33 Million - $6.37 Million
266,474 Added 29.75%
1,162,107 $27.7 Million
Q3 2023

Oct 13, 2023
BUY
$23.72 - $23.85 $2.18 Million - $2.19 Million
91,944 Added 11.44%
895,633 $21.4 Million
Q2 2023

Jul 14, 2023
BUY
$23.77 - $24.01 $2.14 Million - $2.16 Million
90,035 Added 12.62%
803,689 $19.1 Million
Q1 2023

Apr 12, 2023
BUY
$23.67 - $24.08 $3.71 Million - $3.78 Million
156,878 Added 28.18%
713,654 $17.1 Million
Q4 2022

Jan 19, 2023
BUY
$23.73 - $23.95 $7.98 Million - $8.05 Million
336,154 Added 152.37%
556,776 $0
Q3 2022

Oct 12, 2022
BUY
$23.9 - $24.49 $1.55 Million - $1.59 Million
64,777 Added 41.57%
220,622 $5.28 Million
Q2 2022

Jul 08, 2022
BUY
$24.18 - $24.67 $3.77 Million - $3.84 Million
155,845 New
155,845 $3.81 Million

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email