Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.66 Billion
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$25.44 - $25.52 $571,153 - $572,949	-22,451 Reduced 14.53%	132,074 $3.37 Million
Q2 2023 Jul 14, 2023	SELL	$25.39 - $25.49 $290,055 - $291,197	-11,424 Reduced 6.88%	154,525 $3.94 Million
Q1 2023 Apr 12, 2023	SELL	$25.32 - $25.43 $144,729 - $145,357	-5,716 Reduced 3.33%	165,949 $4.22 Million
Q4 2022 Jan 19, 2023	BUY	$25.26 - $25.42 $4.34 Million - $4.36 Million	171,665 New	171,665 $0
Q2 2022 Jul 08, 2022	BUY	$25.31 - $25.54 $835,356 - $842,947	33,005 Added 34.31%	129,188 $3.29 Million
Q1 2022 Apr 27, 2022	BUY	$25.45 - $25.93 $35,095 - $35,757	1,379 Added 1.45%	96,183 $2.45 Million
Q4 2021 Jan 26, 2022	SELL	$25.91 - $26.02 $265,059 - $266,184	-10,230 Reduced 9.74%	94,804 $2.46 Million
Q3 2021 Nov 02, 2021	BUY	$26.0 - $26.14 $2.73 Million - $2.75 Million	105,034 New	105,034 $2.73 Million
Q3 2021 Oct 14, 2021	SELL	$26.0 - $26.14 $2.82 Million - $2.83 Million	-108,272 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$26.07 - $26.2 $43,771 - $43,989	-1,679 Reduced 1.53%	108,272 $2.83 Million
Q1 2021 May 24, 2021	SELL	$26.1 - $26.25 $165,239 - $166,188	-6,331 Reduced 5.44%	109,951 $2.88 Million
Q4 2020 Jan 14, 2021	BUY	$26.15 - $26.26 $57,686 - $57,929	2,206 Added 1.93%	116,282 $3.05 Million
Q3 2020 Oct 13, 2020	BUY	$26.17 - $26.37 $684,554 - $689,786	26,158 Added 29.75%	114,076 $3 Million
Q2 2020 Jul 16, 2020	BUY	$25.25 - $26.25 $286,335 - $297,675	11,340 Added 14.81%	87,918 $2.31 Million
Q4 2019 Jan 29, 2020	BUY	$25.73 - $25.86 $42,042 - $42,255	1,634 Added 2.18%	76,578 $1.98 Million
Q3 2019 Oct 07, 2019	BUY	$25.62 - $26.04 $101,429 - $103,092	3,959 Added 5.58%	74,944 $1.93 Million
Q2 2019 Jul 17, 2019	BUY	$25.34 - $25.73 $391,452 - $397,477	15,448 Added 27.82%	70,985 $1.83 Million
Q1 2019 Apr 09, 2019	BUY	$25.08 - $25.5 $12,138 - $12,342	484 Added 0.88%	55,537 $1.41 Million
Q4 2018 Jan 22, 2019	SELL	$24.6 - $25.11 $308,705 - $315,105	-12,549 Reduced 18.56%	55,053 $1.38 Million
Q3 2018 Nov 05, 2018	BUY	$24.79 - $25.11 $158,036 - $160,076	6,375 Added 10.41%	67,602 $1.68 Million
Q1 2018 Apr 26, 2018	BUY	$24.81 - $25.27 $1.23 Million - $1.25 Million	49,449 Added 419.84%	61,227 $1.52 Million
Q4 2017 Jan 31, 2018	BUY	$25.08 - $25.58 $295,392 - $301,281	11,778	11,778 $297,000

Others Institutions Holding IBML

# of Institutions

Shares Held

457K

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
Sector ETFs
Industry ETFs

More about IBML

Track This Portfolio

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.

Account