Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 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 37,009 shares of IBDX stock, worth $932,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares

37,009

Previous 38,013 2.64%

Holding current value

$932,996

Previous $948,000 1.37%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$24.31 - $25.29 $24,407 - $25,391	-1,004 Reduced 2.64%	37,009 $935,000
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

152

Shares Held

35.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History