Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 38,013 shares of IBDX stock, worth $949,564. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,013
Previous 39,221 3.08%
Holding current value
$949,564
Previous $964,000 1.66%
% 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
SELL
$24.21 - $25.09 $29,245 - $30,308
-1,208 Reduced 3.08%
38,013 $948,000
Q4 2024

Jan 14, 2025
BUY
$24.5 - $25.72 $141,708 - $148,764
5,784 Added 17.3%
39,221 $964,000
Q3 2024

Oct 11, 2024
BUY
$24.34 - $25.83 $75,356 - $79,969
3,096 Added 10.2%
33,437 $859,000
Q2 2024

Jul 11, 2024
BUY
$24.0 - $24.77 $36,672 - $37,848
1,528 Added 5.3%
30,341 $745,000
Q1 2024

May 02, 2024
BUY
$24.5 - $25.2 $338,247 - $347,911
13,806 Added 92.0%
28,813 $714,000
Q4 2023

Jan 16, 2024
BUY
$22.73 - $25.34 $341,109 - $380,277
15,007 New
15,007 $378,000

Others Institutions Holding IBDX

# of Institutions
148
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email