Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 373,267 shares of IBTH stock, worth $8.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

373,267

Previous 263,530 41.64%

Holding current value

$8.42 Million

Previous $5.85 Million 43.11%

% of portfolio

0.16%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$22.11 - $22.43 $2.43 Million - $2.46 Million	109,737 Added 41.64%	373,267 $8.37 Million
Q4 2024 Jan 14, 2025	BUY	$22.1 - $22.59 $3.52 Million - $3.6 Million	159,323 Added 152.89%	263,530 $5.85 Million
Q3 2024 Oct 11, 2024	BUY	$21.96 - $22.69 $377,536 - $390,086	17,192 Added 19.76%	104,207 $2.36 Million
Q2 2024 Jul 11, 2024	BUY	$21.83 - $22.09 $430,749 - $435,879	19,732 Added 29.33%	87,015 $1.92 Million
Q1 2024 May 02, 2024	BUY	$22.05 - $22.46 $398,355 - $405,762	18,066 Added 36.71%	67,283 $1.49 Million
Q4 2023 Jan 16, 2024	BUY	$21.61 - $22.41 $1.06 Million - $1.1 Million	49,217 New	49,217 $1.1 Million

Others Institutions Holding IBTH

# of Institutions

239

Shares Held

47.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History