Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 49,942 shares of IBDV stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

49,942

Previous 55,287 9.67%

Holding current value

$1.1 Million

Previous $1.2 Million 8.58%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$21.28 - $21.98 $113,741 - $117,483	-5,345 Reduced 9.67%	49,942 $1.1 Million
Q1 2025 Apr 16, 2025	BUY	$21.11 - $21.73 $72,618 - $74,751	3,440 Added 6.63%	55,287 $1.2 Million
Q4 2024 Jan 14, 2025	BUY	$21.24 - $22.15 $220,407 - $229,850	10,377 Added 25.02%	51,847 $1.11 Million
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

243

Shares Held

69.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History