Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 178,281 shares of IBDR stock, worth $4.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

178,281

Previous 146,155 21.98%

Holding current value

$4.23 Million

Previous $3.47 Million 21.98%

% of portfolio

0.07%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	N/A	32,126 Added 21.98%	178,281 $4.23 Million
Q1 2025 Apr 16, 2025	BUY	N/A	20,613 Added 16.42%	146,155 $3.47 Million
Q4 2024 Jan 14, 2025	BUY	N/A	16,220 Added 14.84%	125,542 $2.98 Million
Q3 2024 Oct 11, 2024	SELL	$23.75 - $23.75 $259,350 - $259,350	-10,920 Reduced 9.08%	109,322 $2.6 Million
Q2 2024 Jul 11, 2024	SELL	$23.65 - $23.82 $55,908 - $56,310	-2,364 Reduced 1.93%	120,242 $2.86 Million
Q1 2024 May 02, 2024	BUY	$23.76 - $23.98 $244,870 - $247,137	10,306 Added 9.18%	122,606 $2.92 Million
Q4 2023 Jan 16, 2024	BUY	$23.15 - $23.9 $1.27 Million - $1.31 Million	54,809 Added 95.33%	112,300 $2.68 Million
Q3 2023 Oct 13, 2023	BUY	$23.28 - $23.6 $364,704 - $369,717	15,666 Added 37.46%	57,491 $1.34 Million
Q2 2023 Jul 14, 2023	BUY	$23.42 - $23.83 $19,180 - $19,516	819 Added 2.0%	41,825 $981,000
Q1 2023 Apr 12, 2023	SELL	$23.14 - $23.86 $74,510 - $76,829	-3,220 Reduced 7.28%	41,006 $973,000
Q4 2022 Jan 19, 2023	SELL	$22.9 - $23.61 $615,781 - $634,872	-26,890 Reduced 37.81%	44,226 $0
Q3 2022 Oct 12, 2022	BUY	$23.21 - $24.34 $14,575 - $15,285	628 Added 0.89%	71,116 $1.64 Million
Q2 2022 Jul 08, 2022	SELL	$23.33 - $24.57 $119,402 - $125,749	-5,118 Reduced 6.77%	70,488 $1.68 Million
Q1 2022 Apr 27, 2022	SELL	$24.49 - $26.0 $177,503 - $188,448	-7,248 Reduced 8.75%	75,606 $1.86 Million
Q4 2021 Jan 26, 2022	BUY	$25.98 - $26.52 $225,350 - $230,034	8,674 Added 11.69%	82,854 $2.16 Million
Q3 2021 Nov 02, 2021	BUY	$26.47 - $26.76 $1.96 Million - $1.99 Million	74,180 New	74,180 $1.97 Million
Q3 2021 Oct 14, 2021	SELL	$26.47 - $26.76 $2.13 Million - $2.15 Million	-80,471 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$26.28 - $26.69 $33,033 - $33,549	1,257 Added 1.59%	80,471 $2.14 Million
Q1 2021 May 24, 2021	BUY	$26.27 - $27.07 $389,978 - $401,854	14,845 Added 23.06%	79,214 $2.09 Million
Q4 2020 Jan 14, 2021	BUY	$26.72 - $27.1 $204,247 - $207,152	7,644 Added 13.48%	64,369 $1.74 Million
Q3 2020 Oct 13, 2020	BUY	$26.64 - $27.04 $408,444 - $414,577	15,332 Added 37.04%	56,725 $1.52 Million
Q2 2020 Jul 16, 2020	BUY	$24.19 - $26.75 $172,595 - $190,861	7,135 Added 20.83%	41,393 $1.1 Million
Q4 2019 Jan 29, 2020	BUY	$25.21 - $25.58 $98,293 - $99,736	3,899 Added 12.84%	34,258 $876,000
Q3 2019 Oct 07, 2019	BUY	$24.85 - $25.68 $413,081 - $426,878	16,623 Added 121.02%	30,359 $773,000
Q2 2019 Jul 17, 2019	BUY	$24.06 - $25.06 $73,070 - $76,107	3,037 Added 28.39%	13,736 $344,000
Q1 2019 Apr 09, 2019	BUY	$23.13 - $24.25 $247,467 - $259,450	10,699 New	10,699 $259,000

Others Institutions Holding IBDR

# of Institutions

435

Shares Held

106M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History