Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 81,507 shares of IBDU stock, worth $1.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
81,507
Previous 75,433 8.05%
Holding current value
$1.89 Million
Previous $1.72 Million 9.66%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$22.61 - $23.14 $137,333 - $140,552
6,074 Added 8.05%
81,507 $1.89 Million
Q4 2024

Jan 14, 2025
BUY
$22.71 - $23.47 $1.71 Million - $1.77 Million
75,433 New
75,433 $1.72 Million
Q2 2024

Jul 11, 2024
BUY
$22.29 - $22.77 $37,246 - $38,048
1,671 Added 6.09%
29,115 $660,000
Q1 2024

May 02, 2024
BUY
$22.61 - $23.1 $288,594 - $294,848
12,764 Added 86.95%
27,444 $626,000
Q4 2023

Jan 16, 2024
BUY
$21.44 - $23.11 $314,739 - $339,254
14,680 New
14,680 $338,000
Q4 2021

Jan 26, 2022
SELL
$26.12 - $26.7 $469,428 - $479,852
-17,972 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$26.61 - $27.16 $478,234 - $488,119
17,972 New
17,972 $478,000
Q3 2021

Oct 14, 2021
SELL
$26.61 - $27.16 $536,510 - $547,599
-20,162 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$26.09 - $26.82 $4,931 - $5,068
189 Added 0.95%
20,162 $541,000
Q4 2020

Jan 14, 2021
BUY
$26.88 - $27.5 $20,670 - $21,147
769 Added 4.0%
19,973 $549,000
Q3 2020

Oct 13, 2020
BUY
$26.78 - $27.52 $514,283 - $528,494
19,204 New
19,204 $519,000

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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