Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$19.04 - $20.66 $203,613 - $220,938	10,694 New	10,694 $219,000

Others Institutions Holding IBTL

# of Institutions

72

Shares Held

8.16M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.65M
Shares

$33 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.64M
Shares

$32.6 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

559K
Shares

$11.1 Million
0.0% of portfolio
Krilogy Financial LLC

514K
Shares

$10.3 Million
0.8% of portfolio
Morgan Stanley New York, NY

372K
Shares

$7.41 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBTL
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