Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,489 shares of IBTL stock, worth $233,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,489
Previous 11,498 0.08%
Holding current value
$233,916
Previous $233,000 0.43%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$20.04 - $20.55 $180 - $184
-9 Reduced 0.08%
11,489 $234,000
Q4 2024

Jan 14, 2025
BUY
$19.7 - $20.82 $226,510 - $239,388
11,498 New
11,498 $227,000
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
95
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBTL Quotes by TradingView
  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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