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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 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 169,289 shares of IBDQ stock, worth $4.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
169,289
Previous 159,771 5.96%
Holding current value
$4.24 Million
Previous $3.97 Million 7.0%
% of portfolio
0.1%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
396
Shares Held
82.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
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More about IBDQ
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