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

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

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 166,053 shares of IBTJ stock, worth $3.63 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

166,053

Previous 126,863 30.89%

Holding current value

$3.63 Million

Previous $2.76 Million 31.8%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$21.57 - $21.99 $845,328 - $861,788	39,190 Added 30.89%	166,053 $3.64 Million
Q1 2025 Apr 16, 2025	BUY	$21.16 - $21.77 $1.4 Million - $1.44 Million	66,253 Added 109.31%	126,863 $2.76 Million
Q4 2024 Jan 14, 2025	BUY	$21.25 - $22.07 $820,483 - $852,144	38,611 Added 175.51%	60,610 $1.29 Million
Q3 2024 Oct 11, 2024	BUY	$21.22 - $22.22 $186,842 - $195,647	8,805 Added 66.73%	21,999 $486,000
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

170

Shares Held

24.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

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