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

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

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 176,515 shares of IBTI stock, worth $3.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

176,515

Previous 108,069 63.34%

Holding current value

$3.93 Million

Previous $2.37 Million 65.89%

% of portfolio

0.07%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$21.77 - $22.24 $1.49 Million - $1.52 Million	68,446 Added 63.34%	176,515 $3.93 Million
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

176

Shares Held

34.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

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