Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 747,142 shares of IBTG stock, worth $17.1 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
747,142
Previous 670,114
11.49%
Holding current value
$17.1 Million
Previous $15.4 Million
11.44%
% of portfolio
0.29%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
282Shares Held
65.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio