Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 87,015 shares of IBTH stock, worth $1.97 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
87,015
Previous 67,283
29.33%
Holding current value
$1.97 Million
Previous $1.49 Million
28.93%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
175Shares Held
28.8MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.18MShares$72.1 Million2.81% of portfolio
-
Morgan Stanley New York, NY3.16MShares$71.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$33 Million0.0% of portfolio
-
Confluence Investment Management LLC1.38MShares$31.4 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.3MShares$29.4 Million0.21% of portfolio