Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 104,207 shares of IBTH stock, worth $2.31 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
104,207
Previous 87,015 19.76%
Holding current value
$2.31 Million
Previous $1.92 Million 22.8%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
196
Shares Held
32.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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