Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 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 1,020,998 shares of IBTG stock, worth $23.4 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,020,998
Previous 747,142
36.65%
Holding current value
$23.4 Million
Previous $17.1 Million
36.78%
% of portfolio
0.37%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding IBTG
# of Institutions
300Shares Held
72.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.3 Million0.01% of portfolio