Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 17,705 shares of IBTK stock, worth $340,467. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,705
Previous 14,204 24.65%
Holding current value
$340,467
Previous $284,000 19.37%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
111
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2030 TER

IBTK Quotes by TradingView
  • Ticker IBTK
  • Sector Technology
More about IBTK
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