Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 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 894,833 shares of IBTF stock, worth $20.9 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
894,833
Previous 810,858
10.36%
Holding current value
$20.9 Million
Previous $18.8 Million
10.31%
% of portfolio
0.45%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
252Shares Held
80.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio