Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 108,069 shares of IBTI stock, worth $2.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
108,069
Previous 91,089 18.64%
Holding current value
$2.39 Million
Previous $2.05 Million 15.41%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$21.81 - $22.48 $370,333 - $381,710
16,980 Added 18.64%
108,069 $2.37 Million
Q3 2024

Oct 11, 2024
BUY
$21.7 - $22.6 $308,205 - $320,987
14,203 Added 18.47%
91,089 $2.05 Million
Q2 2024

Jul 11, 2024
BUY
$21.51 - $21.88 $418,563 - $425,762
19,459 Added 33.88%
76,886 $1.68 Million
Q1 2024

May 02, 2024
BUY
$21.79 - $22.29 $416,929 - $426,496
19,134 Added 49.97%
57,427 $1.26 Million
Q4 2023

Jan 16, 2024
BUY
$21.24 - $22.25 $813,343 - $852,019
38,293 New
38,293 $850,000

Others Institutions Holding IBTI

# of Institutions
172
Shares Held
33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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