Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 338,008 shares of IBTG stock, worth $7.69 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

338,008

Previous 314,740 7.39%

Holding current value

$7.69 Million

Previous $7.13 Million 9.32%

% of portfolio

0.18%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

218

Shares Held

41.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History