Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 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 14,204 shares of IBTK stock, worth $274,421. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,204
Previous 12,961 9.59%
Holding current value
$274,421
Previous $249,000 14.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

# of Institutions
98
Shares Held
11.8M
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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