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

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 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 279,196 shares of IBTI stock, worth $6.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

279,196

Previous 205,773 35.68%

Holding current value

$6.26 Million

Previous $4.6 Million 35.86%

% of portfolio

0.1%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$22.19 - $22.44 $1.63 Million - $1.65 Million	73,423 Added 35.68%	279,196 $6.25 Million
Q2 2025 Jul 18, 2025	BUY	$22.09 - $22.44 $646,309 - $656,549	29,258 Added 16.58%	205,773 $4.6 Million
Q1 2025 Apr 16, 2025	BUY	$21.77 - $22.25 $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

199

Shares Held

39M

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

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