Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 82,180 shares of IBTK stock, worth $1.62 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

82,180

Previous 38,811 111.74%

Holding current value

$1.62 Million

Previous $763,000 113.63%

% of portfolio

0.03%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$19.44 - $19.88 $843,093 - $862,175	43,369 Added 111.74%	82,180 $1.63 Million
Q1 2025 Apr 16, 2025	BUY	$19.0 - $19.66 $401,014 - $414,943	21,106 Added 119.21%	38,811 $763,000
Q4 2024 Jan 14, 2025	BUY	$19.11 - $20.04 $66,904 - $70,160	3,501 Added 24.65%	17,705 $339,000
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

133

Shares Held

16.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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