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 $1.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
71,510
Previous 59,708 19.77%
Holding current value
$1.79 Million
Previous $1.52 Million 16.8%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
310
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
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