Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
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
Others Institutions Holding IBTK
# of Institutions
140Shares Held
19.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$23 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.6 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$17 Million0.28% of portfolio