Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 195,402 shares of IBDQ stock, worth $4.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

195,402

Previous 169,289 15.43%

Holding current value

$4.91 Million

Previous $4.25 Million 15.18%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.0 - $25.11 $652,825 - $655,697	26,113 Added 15.43%	195,402 $4.89 Million
Q3 2024 Oct 11, 2024	BUY	$24.78 - $25.11 $235,856 - $238,996	9,518 Added 5.96%	169,289 $4.25 Million
Q2 2024 Jul 11, 2024	SELL	$24.69 - $24.86 $78,193 - $78,731	-3,167 Reduced 1.94%	159,771 $3.97 Million
Q1 2024 May 02, 2024	SELL	$24.7 - $24.84 $1.93 Million - $1.94 Million	-77,946 Reduced 32.36%	162,938 $4.04 Million
Q4 2023 Jan 16, 2024	BUY	$24.29 - $24.76 $3.3 Million - $3.36 Million	135,737 Added 129.09%	240,884 $5.96 Million
Q3 2023 Oct 13, 2023	BUY	$24.29 - $24.48 $447,980 - $451,484	18,443 Added 21.27%	105,147 $2.56 Million
Q2 2023 Jul 14, 2023	BUY	$24.34 - $24.65 $307,584 - $311,502	12,637 Added 17.06%	86,704 $2.11 Million
Q1 2023 Apr 12, 2023	SELL	$24.13 - $24.64 $139,350 - $142,296	-5,775 Reduced 7.23%	74,067 $1.82 Million
Q4 2022 Jan 19, 2023	BUY	$23.87 - $24.49 $143,792 - $147,527	6,024 Added 8.16%	79,842 $0
Q3 2022 Oct 12, 2022	BUY	$24.08 - $25.03 $58,634 - $60,948	2,435 Added 3.41%	73,818 $1.78 Million
Q2 2022 Jul 08, 2022	SELL	$24.37 - $25.22 $112,028 - $115,936	-4,597 Reduced 6.05%	71,383 $1.76 Million
Q1 2022 Apr 27, 2022	BUY	$25.16 - $26.41 $57,465 - $60,320	2,284 Added 3.1%	75,980 $1.92 Million
Q4 2021 Jan 26, 2022	SELL	$26.4 - $26.86 $241,771 - $245,983	-9,158 Reduced 11.05%	73,696 $1.95 Million
Q3 2021 Nov 02, 2021	BUY	$26.83 - $27.09 $2.22 Million - $2.24 Million	82,854 New	82,854 $2.22 Million
Q3 2021 Oct 14, 2021	SELL	$26.83 - $27.09 $2.34 Million - $2.37 Million	-87,396 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$26.78 - $27.08 $62,959 - $63,665	2,351 Added 2.76%	87,396 $2.36 Million
Q1 2021 May 24, 2021	BUY	$26.73 - $27.32 $271,496 - $277,489	10,157 Added 13.56%	85,045 $2.28 Million
Q4 2020 Jan 14, 2021	BUY	$27.03 - $27.37 $750,704 - $760,147	27,773 Added 58.95%	74,888 $2.05 Million
Q3 2020 Oct 13, 2020	BUY	$26.94 - $27.28 $280,607 - $284,148	10,416 Added 28.38%	47,115 $1.28 Million
Q2 2020 Jul 16, 2020	SELL	$24.65 - $26.99 $280,418 - $307,038	-11,376 Reduced 23.66%	36,699 $990,000
Q4 2019 Jan 29, 2020	BUY	$25.74 - $26.03 $943,654 - $954,285	36,661 Added 321.19%	48,075 $1.25 Million
Q3 2019 Oct 07, 2019	BUY	$25.42 - $26.02 $290,143 - $296,992	11,414 New	11,414 $295,000

Others Institutions Holding IBDQ

# of Institutions

418

Shares Held

94.2M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS DEC 2025 TERM C

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History