Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 41,470 shares of IBDV stock, worth $901,143. This represents 0.02% of its overall portfolio holdings.

Number of Shares
41,470
Previous 40,872 1.46%
Holding current value
$901,143
Previous $868,000 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$21.11 - $22.24 $12,623 - $13,299
598 Added 1.46%
41,470 $919,000
Q2 2024

Jul 11, 2024
BUY
$20.82 - $21.38 $37,246 - $38,248
1,789 Added 4.58%
40,872 $868,000
Q1 2024

May 02, 2024
BUY
$21.16 - $21.68 $392,898 - $402,554
18,568 Added 90.51%
39,083 $836,000
Q4 2023

Jan 16, 2024
BUY
$19.85 - $21.72 $407,222 - $445,585
20,515 New
20,515 $443,000

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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