Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 71,510 shares of IBDT stock, worth $1.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

71,510

Previous 59,708 19.77%

Holding current value

$1.8 Million

Previous $1.52 Million 16.8%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$24.82 - $25.48 $292,925 - $300,714	11,802 Added 19.77%	71,510 $1.78 Million
Q3 2024 Oct 11, 2024	SELL	$24.62 - $25.59 $28,657 - $29,786	-1,164 Reduced 1.91%	59,708 $1.52 Million
Q2 2024 Jul 11, 2024	BUY	$24.4 - $24.86 $70,564 - $71,895	2,892 Added 4.99%	60,872 $1.51 Million
Q1 2024 May 02, 2024	BUY	$24.69 - $25.14 $346,968 - $353,292	14,053 Added 31.99%	57,980 $1.44 Million
Q4 2023 Jan 16, 2024	BUY	$23.63 - $25.1 $762,114 - $809,525	32,252 Added 276.25%	43,927 $1.1 Million
Q3 2023 Oct 13, 2023	BUY	$23.94 - $24.67 $430 - $444	18 Added 0.15%	11,675 $280,000
Q2 2023 Jul 14, 2023	SELL	$24.43 - $25.1 $4,886 - $5,020	-200 Reduced 1.69%	11,657 $285,000
Q1 2023 Apr 12, 2023	SELL	$24.16 - $25.2 $81,274 - $84,772	-3,364 Reduced 22.1%	11,857 $295,000
Q4 2022 Jan 19, 2023	BUY	$23.29 - $24.79 $73,060 - $77,766	3,137 Added 25.96%	15,221 $0
Q3 2022 Oct 12, 2022	BUY	$23.63 - $25.66 $638 - $692	27 Added 0.22%	12,084 $287,000
Q2 2022 Jul 08, 2022	SELL	$24.36 - $26.23 $39,024 - $42,020	-1,602 Reduced 11.73%	12,057 $301,000
Q1 2022 Apr 27, 2022	SELL	$26.1 - $28.23 $2,949 - $3,189	-113 Reduced 0.82%	13,659 $360,000
Q4 2021 Jan 26, 2022	SELL	$28.15 - $28.74 $327,497 - $334,361	-11,634 Reduced 45.79%	13,772 $390,000
Q3 2021 Nov 02, 2021	BUY	$28.65 - $29.2 $727,881 - $741,855	25,406 New	25,406 $728,000
Q3 2021 Oct 14, 2021	SELL	$28.65 - $29.2 $785,898 - $800,985	-27,431 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$28.3 - $28.9 $4,952 - $5,057	175 Added 0.64%	27,431 $793,000
Q1 2021 May 24, 2021	SELL	$28.18 - $29.55 $96,065 - $100,735	-3,409 Reduced 11.12%	27,256 $772,000
Q3 2020 Oct 13, 2020	BUY	$28.88 - $29.59 $506,815 - $519,274	17,549 Added 133.8%	30,665 $892,000
Q2 2020 Jul 16, 2020	BUY	$25.83 - $28.92 $338,786 - $379,314	13,116 New	13,116 $378,000

Others Institutions Holding IBDT

# of Institutions

340

Shares Held

77.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History