Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,326 shares of IBMN stock, worth $303,197. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,326

Previous 161,350 92.98%

Holding current value

$303,197

Previous $4.32 Million 92.98%

% of portfolio

0.0%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$26.71 - $26.81 $4.01 Million - $4.02 Million	-150,024 Reduced 92.98%	11,326 $303,000
Q2 2025 Jul 18, 2025	BUY	$26.41 - $26.76 $335,195 - $339,637	12,692 Added 8.54%	161,350 $4.32 Million
Q1 2025 Apr 16, 2025	BUY	$26.63 - $26.75 $586,445 - $589,088	22,022 Added 17.39%	148,658 $3.98 Million
Q4 2024 Jan 14, 2025	BUY	$26.55 - $26.67 $369,416 - $371,086	13,914 Added 12.34%	126,636 $3.37 Million
Q3 2024 Oct 11, 2024	BUY	$26.42 - $26.67 $350,065 - $353,377	13,250 Added 13.32%	112,722 $3.01 Million
Q2 2024 Jul 11, 2024	BUY	$26.34 - $26.49 $210,403 - $211,602	7,988 Added 8.73%	99,472 $2.64 Million
Q1 2024 May 02, 2024	SELL	$26.4 - $26.55 $228,518 - $229,816	-8,656 Reduced 8.64%	91,484 $2.42 Million
Q4 2023 Jan 16, 2024	SELL	$26.02 - $26.55 $152,997 - $156,114	-5,880 Reduced 5.55%	100,140 $2.66 Million
Q3 2023 Oct 13, 2023	SELL	$26.08 - $26.38 $36,303 - $36,720	-1,392 Reduced 1.3%	106,020 $2.77 Million
Q2 2023 Jul 14, 2023	SELL	$26.14 - $26.64 $192,129 - $195,804	-7,350 Reduced 6.4%	107,412 $2.83 Million
Q1 2023 Apr 12, 2023	BUY	$26.16 - $26.7 $84,575 - $86,321	3,233 Added 2.9%	114,762 $3.05 Million
Q4 2022 Jan 19, 2023	BUY	$25.83 - $26.5 $2.88 Million - $2.96 Million	111,529 New	111,529 $0
Q2 2022 Jul 08, 2022	BUY	$26.16 - $26.71 $897,863 - $916,740	34,322 Added 107.05%	66,385 $1.77 Million
Q1 2022 Apr 27, 2022	BUY	$26.58 - $27.86 $205,995 - $215,915	7,750 Added 31.88%	32,063 $855,000
Q4 2021 Jan 26, 2022	SELL	$27.84 - $27.95 $56,264 - $56,486	-2,021 Reduced 7.67%	24,313 $677,000
Q3 2021 Nov 02, 2021	BUY	$27.95 - $28.15 $736,035 - $741,302	26,334 New	26,334 $736,000
Q3 2021 Oct 14, 2021	SELL	$27.95 - $28.15 $859,714 - $865,865	-30,759 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$27.92 - $28.12 $8,934 - $8,998	320 Added 1.05%	30,759 $861,000
Q1 2021 May 24, 2021	SELL	$27.83 - $28.23 $416,002 - $421,982	-14,948 Reduced 32.93%	30,439 $850,000
Q4 2020 Jan 14, 2021	SELL	$27.99 - $28.2 $47,583 - $47,940	-1,700 Reduced 3.61%	45,387 $1.28 Million
Q3 2020 Oct 13, 2020	BUY	$27.86 - $28.21 $368,086 - $372,710	13,212 Added 39.0%	47,087 $1.32 Million
Q2 2020 Jul 16, 2020	SELL	$26.53 - $27.98 $145,463 - $153,414	-5,483 Reduced 13.93%	33,875 $944,000
Q4 2019 Jan 29, 2020	BUY	$27.01 - $27.26 $609,453 - $615,094	22,564 Added 134.36%	39,358 $1.07 Million
Q3 2019 Oct 07, 2019	BUY	$26.86 - $27.5 $451,086 - $461,835	16,794 New	16,794 $455,000

Others Institutions Holding IBMN

# of Institutions

184

Shares Held

16.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History