Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 670,114 shares of IBTG stock, worth $15.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
670,114
Previous 527,965 26.92%
Holding current value
$15.3 Million
Previous $12 Million 27.65%
% of portfolio
0.29%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$22.77 - $22.94 $3.24 Million - $3.26 Million
142,149 Added 26.92%
670,114 $15.4 Million
Q4 2024

Jan 14, 2025
BUY
$22.72 - $23.0 $4.32 Million - $4.37 Million
189,957 Added 56.2%
527,965 $12 Million
Q3 2024

Oct 11, 2024
BUY
$22.55 - $23.1 $524,693 - $537,490
23,268 Added 7.39%
338,008 $7.8 Million
Q2 2024

Jul 11, 2024
BUY
$22.46 - $22.66 $1.65 Million - $1.67 Million
73,552 Added 30.5%
314,740 $7.13 Million
Q1 2024

May 02, 2024
BUY
$22.62 - $22.94 $443,691 - $449,968
19,615 Added 8.85%
241,188 $5.48 Million
Q4 2023

Jan 16, 2024
BUY
$22.32 - $22.86 $4.23 Million - $4.33 Million
189,385 Added 588.37%
221,573 $5.07 Million
Q3 2023

Oct 13, 2023
BUY
$22.4 - $22.75 $267,814 - $271,999
11,956 Added 59.09%
32,188 $723,000
Q4 2022

Jan 19, 2023
BUY
$22.35 - $22.99 $452,185 - $465,133
20,232 New
20,232 $0
Q2 2022

Jul 08, 2022
BUY
$23.01 - $23.88 $296,552 - $307,765
12,888 New
12,888 $304,000

Others Institutions Holding IBTG

# of Institutions
279
Shares Held
64.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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