Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 13,194 shares of IBTJ stock, worth $290,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,194
Previous 11,432 15.41%
Holding current value
$290,927
Previous $245,000 14.69%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$21.0 - $21.44 $37,002 - $37,777
1,762 Added 15.41%
13,194 $281,000
Q1 2024

May 02, 2024
SELL
$21.33 - $21.86 $30,843 - $31,609
-1,446 Reduced 11.23%
11,432 $245,000
Q4 2023

Jan 16, 2024
BUY
$20.61 - $21.84 $265,415 - $281,255
12,878 New
12,878 $280,000

Others Institutions Holding IBTJ

# of Institutions
109
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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