Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 617,825 shares of IBTH stock, worth $13.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
617,825
Previous 446,695 38.31%
Holding current value
$13.9 Million
Previous $10 Million 38.49%
% of portfolio
0.22%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$22.36 - $22.52 $3.83 Million - $3.85 Million
171,130 Added 38.31%
617,825 $13.9 Million
Q2 2025

Jul 18, 2025
BUY
$22.3 - $22.57 $1.64 Million - $1.66 Million
73,428 Added 19.67%
446,695 $10 Million
Q1 2025

Apr 16, 2025
BUY
$22.11 - $22.43 $2.43 Million - $2.46 Million
109,737 Added 41.64%
373,267 $8.37 Million
Q4 2024

Jan 14, 2025
BUY
$22.1 - $22.59 $3.52 Million - $3.6 Million
159,323 Added 152.89%
263,530 $5.85 Million
Q3 2024

Oct 11, 2024
BUY
$21.96 - $22.69 $377,536 - $390,086
17,192 Added 19.76%
104,207 $2.36 Million
Q2 2024

Jul 11, 2024
BUY
$21.83 - $22.09 $430,749 - $435,879
19,732 Added 29.33%
87,015 $1.92 Million
Q1 2024

May 02, 2024
BUY
$22.05 - $22.46 $398,355 - $405,762
18,066 Added 36.71%
67,283 $1.49 Million
Q4 2023

Jan 16, 2024
BUY
$21.61 - $22.41 $1.06 Million - $1.1 Million
49,217 New
49,217 $1.1 Million

Others Institutions Holding IBTH

# of Institutions
270
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
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