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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.39 Billion
  • Q1 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 57,427 shares of IBTI stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
57,427
Previous 38,293 49.97%
Holding current value
$1.25 Million
Previous $850,000 48.12%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
116
Shares Held
16.6M
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
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email