Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,031,266 shares of IBTF stock, worth $24.1 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,031,266
Previous 932,909
10.54%
Holding current value
$24.1 Million
Previous $21.8 Million
10.07%
% of portfolio
0.47%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding IBTF
# of Institutions
308Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio