Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 123,086 shares of IBMM stock, worth $3.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

123,086

Previous 147,531 16.57%

Holding current value

$3.21 Million

Previous $3.84 Million 16.42%

% of portfolio

0.07%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$25.97 - $26.11 $634,836 - $638,258	-24,445 Reduced 16.57%	123,086 $3.21 Million
Q2 2024 Jul 11, 2024	SELL	$25.91 - $26.05 $131,648 - $132,360	-5,081 Reduced 3.33%	147,531 $3.84 Million
Q1 2024 May 02, 2024	SELL	$25.9 - $25.98 $554,726 - $556,439	-21,418 Reduced 12.31%	152,612 $3.96 Million
Q4 2023 Jan 16, 2024	BUY	$25.65 - $25.93 $132,636 - $134,084	5,171 Added 3.06%	174,030 $4.51 Million
Q3 2023 Oct 13, 2023	BUY	$25.67 - $25.78 $983,315 - $987,528	38,306 Added 29.34%	168,859 $4.34 Million
Q2 2023 Jul 14, 2023	SELL	$25.61 - $25.89 $239,888 - $242,511	-9,367 Reduced 6.69%	130,553 $3.36 Million
Q1 2023 Apr 12, 2023	SELL	$25.61 - $25.94 $137,423 - $139,194	-5,366 Reduced 3.69%	139,920 $3.62 Million
Q4 2022 Jan 19, 2023	BUY	$25.46 - $25.87 $3.7 Million - $3.76 Million	145,286 New	145,286 $0
Q2 2022 Jul 08, 2022	BUY	$25.67 - $26.04 $835,866 - $847,914	32,562 Added 64.36%	83,152 $2.16 Million
Q1 2022 Apr 27, 2022	SELL	$25.96 - $26.83 $39,407 - $40,727	-1,518 Reduced 2.91%	50,590 $1.32 Million
Q4 2021 Jan 26, 2022	BUY	$26.81 - $26.95 $65,952 - $66,297	2,460 Added 4.95%	52,108 $1.4 Million
Q3 2021 Nov 02, 2021	BUY	$26.94 - $27.08 $1.34 Million - $1.34 Million	49,648 New	49,648 $1.34 Million
Q3 2021 Oct 14, 2021	SELL	$26.94 - $27.08 $1.42 Million - $1.43 Million	-52,894 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$26.95 - $27.11 $11,238 - $11,304	-417 Reduced 0.78%	52,894 $1.43 Million
Q1 2021 May 24, 2021	SELL	$26.92 - $27.14 $57,770 - $58,242	-2,146 Reduced 3.87%	53,311 $1.44 Million
Q4 2020 Jan 14, 2021	SELL	$26.98 - $27.12 $13,139 - $13,207	-487 Reduced 0.87%	55,457 $1.5 Million
Q3 2020 Oct 13, 2020	BUY	$26.96 - $27.23 $286,153 - $289,019	10,614 Added 23.41%	55,944 $1.52 Million
Q2 2020 Jul 16, 2020	BUY	$25.75 - $27.02 $234,479 - $246,044	9,106 Added 25.14%	45,330 $1.22 Million
Q4 2019 Jan 29, 2020	BUY	$26.31 - $26.48 $42,174 - $42,447	1,603 Added 4.63%	36,224 $958,000
Q3 2019 Oct 07, 2019	BUY	$26.18 - $26.67 $147,288 - $150,045	5,626 Added 19.4%	34,621 $911,000
Q1 2019 Apr 09, 2019	BUY	$25.45 - $25.96 $11,401 - $11,630	448 Added 1.57%	28,995 $753,000
Q4 2018 Jan 22, 2019	BUY	$24.83 - $25.47 $249,392 - $255,820	10,044 Added 54.28%	28,547 $727,000
Q3 2018 Nov 05, 2018	BUY	$25.0 - $25.35 $188,175 - $190,809	7,527 Added 68.58%	18,503 $463,000
Q2 2018 Jul 23, 2018	BUY	$24.84 - $25.23 $272,643 - $276,924	10,976 New	10,976 $277,000

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History