Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 162,825 shares of IBTJ stock, worth $3.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
162,825
Previous 166,053 1.94%
Holding current value
$3.57 Million
Previous $3.64 Million 1.76%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$21.68 - $22.04 $69,983 - $71,145
-3,228 Reduced 1.94%
162,825 $3.58 Million
Q2 2025

Jul 18, 2025
BUY
$21.57 - $21.99 $845,328 - $861,788
39,190 Added 30.89%
166,053 $3.64 Million
Q1 2025

Apr 16, 2025
BUY
$21.16 - $21.77 $1.4 Million - $1.44 Million
66,253 Added 109.31%
126,863 $2.76 Million
Q4 2024

Jan 14, 2025
BUY
$21.25 - $22.07 $820,483 - $852,144
38,611 Added 175.51%
60,610 $1.29 Million
Q3 2024

Oct 11, 2024
BUY
$21.22 - $22.22 $186,842 - $195,647
8,805 Added 66.73%
21,999 $486,000
Q2 2024

Jul 11, 2024
BUY
$21.0 - $21.44 $37,002 - $37,777
1,762 Added 15.41%
13,194 $281,000
Q1 2024

May 02, 2024
SELL
$21.33 - $21.86 $30,843 - $31,609
-1,446 Reduced 11.23%
11,432 $245,000
Q4 2023

Jan 16, 2024
BUY
$20.61 - $21.84 $265,415 - $281,255
12,878 New
12,878 $280,000

Others Institutions Holding IBTJ

# of Institutions
186
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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