Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 314,740 shares of IBTG stock, worth $7.26 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
314,740
Previous 241,188
30.5%
Holding current value
$7.26 Million
Previous $5.48 Million
30.22%
% of portfolio
0.15%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
195Shares Held
37.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.4 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42.3 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.8 Million0.25% of portfolio