Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,984 shares of IBTK stock, worth $211,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,984
Previous 14,020 21.65%
Holding current value
$211,442
Previous $276,000 22.83%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
81
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2030 TER

IBTK Quotes by TradingView
  • Ticker IBTK
  • Sector Technology
More about IBTK
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