A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 133,693 shares of IBTK stock, worth $2.67 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
133,693
Previous 82,180 62.68%
Holding current value
$2.67 Million
Previous $1.63 Million 63.01%
% of portfolio
0.04%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$19.57 - $19.98 $1.01 Million - $1.03 Million
51,513 Added 62.68%
133,693 $2.66 Million
Q2 2025

Jul 18, 2025

BUY
$19.44 - $19.88 $843,093 - $862,175
43,369 Added 111.74%
82,180 $1.63 Million
Q1 2025

Apr 16, 2025

BUY
$19.0 - $19.66 $401,014 - $414,943
21,106 Added 119.21%
38,811 $763,000
Q4 2024

Jan 14, 2025

BUY
$19.11 - $20.04 $66,904 - $70,160
3,501 Added 24.65%
17,705 $339,000
Q3 2024

Oct 11, 2024

BUY
$19.11 - $20.18 $23,753 - $25,083
1,243 Added 9.59%
14,204 $284,000
Q2 2024

Jul 11, 2024

BUY
$18.86 - $19.38 $37,286 - $38,314
1,977 Added 18.0%
12,961 $249,000
Q1 2024

May 02, 2024

SELL
$19.22 - $19.78 $58,351 - $60,052
-3,036 Reduced 21.65%
10,984 $213,000
Q4 2023

Jan 16, 2024

BUY
$18.46 - $19.79 $258,809 - $277,455
14,020 New
14,020 $276,000

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
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