Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,219 shares of IBTM stock, worth $234,321. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,219
Previous 10,223
0.04%
Holding current value
$234,321
Previous $233,000
0.43%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTM
# of Institutions
83Shares Held
9.09MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$46.8 Million2.99% of portfolio
-
Ubs Group Ag808KShares$18.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL436KShares$10 Million0.0% of portfolio
-
Confluence Investment Management LLC428KShares$9.83 Million0.14% of portfolio
-
Morgan Stanley New York, NY417KShares$9.57 Million0.0% of portfolio