Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 53,892 shares of IBDW stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
53,892
Previous 48,532 11.04%
Holding current value
$1.12 Million
Previous $987,000 13.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 16, 2025
BUY
$20.1 - $20.8 $107,736 - $111,488
5,360 Added 11.04%
53,892 $1.12 Million
Q4 2024

Jan 14, 2025
BUY
$20.28 - $21.2 $177,226 - $185,266
8,739 Added 21.96%
48,532 $987,000
Q2 2024

Jul 11, 2024
BUY
$19.84 - $20.44 $36,704 - $37,814
1,850 Added 4.88%
39,793 $807,000
Q1 2024

May 02, 2024
BUY
$20.24 - $20.75 $24,955 - $25,584
1,233 Added 3.36%
37,943 $777,000
Q4 2023

Jan 16, 2024
BUY
$18.79 - $20.85 $338,595 - $375,717
18,020 Added 96.42%
36,710 $762,000
Q3 2023

Oct 13, 2023
BUY
$19.34 - $20.36 $361,464 - $380,528
18,690 New
18,690 $362,000

Others Institutions Holding IBDW

# of Institutions
205
Shares Held
57.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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