Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2022 Term M Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 08, 2022	BUY	$25.88 - $25.95 $1.45 Million - $1.46 Million	56,147 Added 54.05%	160,023 $4.15 Million
Q1 2022 Apr 27, 2022	SELL	$25.89 - $26.07 $323,391 - $325,640	-12,491 Reduced 10.73%	103,876 $2.69 Million
Q4 2021 Jan 26, 2022	SELL	$26.04 - $26.17 $258,212 - $259,501	-9,916 Reduced 7.85%	116,367 $3.03 Million
Q3 2021 Nov 02, 2021	BUY	$26.15 - $26.28 $3.3 Million - $3.32 Million	126,283 New	126,283 $3.31 Million
Q3 2021 Oct 14, 2021	SELL	$26.15 - $26.28 $3.26 Million - $3.27 Million	-124,491 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$26.22 - $26.35 $89,829 - $90,275	-3,426 Reduced 2.68%	124,491 $3.27 Million
Q1 2021 May 24, 2021	SELL	$26.3 - $26.42 $499,515 - $501,795	-18,993 Reduced 12.93%	127,917 $3.37 Million
Q4 2020 Jan 14, 2021	BUY	$26.36 - $26.45 $74,387 - $74,641	2,822 Added 1.96%	146,910 $3.87 Million
Q3 2020 Oct 13, 2020	BUY	$26.38 - $26.56 $296,405 - $298,428	11,236 Added 8.46%	144,088 $3.82 Million
Q2 2020 Jul 16, 2020	BUY	$25.61 - $26.52 $357,157 - $369,847	13,946 Added 11.73%	132,852 $3.51 Million
Q4 2019 Jan 29, 2020	SELL	$26.11 - $26.21 $424,235 - $425,860	-16,248 Reduced 12.02%	118,906 $3.11 Million
Q3 2019 Oct 07, 2019	BUY	$26.05 - $26.33 $434,175 - $438,842	16,667 Added 14.07%	135,154 $3.53 Million
Q2 2019 Jul 17, 2019	BUY	$25.82 - $26.13 $913,408 - $924,374	35,376 Added 42.56%	118,487 $3.1 Million
Q1 2019 Apr 09, 2019	BUY	$25.61 - $25.94 $744,175 - $753,764	29,058 Added 53.76%	83,111 $2.16 Million
Q4 2018 Jan 22, 2019	SELL	$25.21 - $25.63 $250,763 - $254,941	-9,947 Reduced 15.54%	54,053 $1.39 Million
Q3 2018 Nov 05, 2018	BUY	$25.36 - $25.63 $89,470 - $90,422	3,528 Added 5.83%	64,000 $1.63 Million
Q2 2018 Jul 23, 2018	BUY	$25.26 - $25.56 $18,843 - $19,067	746 Added 1.25%	60,472 $1.54 Million
Q1 2018 Apr 26, 2018	BUY	$25.45 - $25.76 $1.14 Million - $1.16 Million	44,959 Added 304.46%	59,726 $1.52 Million
Q4 2017 Jan 31, 2018	BUY	$25.58 - $26.09 $377,739 - $385,271	14,767	14,767 $379,000

Others Institutions Holding IBMK

# of Institutions

5

Shares Held

119K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM M

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