A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 101,257 shares of IBMO stock, worth $2.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
101,257
Previous 90,704 11.63%
Holding current value
$2.57 Million
Previous $2.3 Million 13.15%
% of portfolio
0.06%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$25.26 - $25.66 $266,568 - $270,789
10,553 Added 11.63%
101,257 $2.6 Million
Q2 2024

Jul 11, 2024

BUY
$25.16 - $25.33 $448,225 - $451,253
17,815 Added 24.44%
90,704 $2.3 Million
Q1 2024

May 02, 2024

SELL
$25.35 - $25.52 $517,317 - $520,786
-20,407 Reduced 21.87%
72,889 $1.85 Million
Q4 2023

Jan 16, 2024

BUY
$24.71 - $25.52 $299,707 - $309,532
12,129 Added 14.94%
93,296 $2.38 Million
Q3 2023

Oct 13, 2023

SELL
$24.76 - $25.26 $43,305 - $44,179
-1,749 Reduced 2.11%
81,167 $2.01 Million
Q2 2023

Jul 14, 2023

SELL
$24.96 - $25.63 $67,916 - $69,739
-2,721 Reduced 3.18%
82,916 $2.09 Million
Q1 2023

Apr 12, 2023

BUY
$24.99 - $25.64 $139,819 - $143,455
5,595 Added 6.99%
85,637 $2.19 Million
Q4 2022

Jan 19, 2023

BUY
$24.52 - $25.33 $1.96 Million - $2.03 Million
80,042 New
80,042 $0
Q2 2022

Jul 08, 2022

BUY
$24.88 - $25.49 $32,990 - $33,799
1,326 Added 2.2%
61,482 $1.56 Million
Q1 2022

Apr 27, 2022

BUY
$25.42 - $26.86 $102,798 - $108,621
4,044 Added 7.21%
60,156 $1.53 Million
Q4 2021

Jan 26, 2022

BUY
$26.8 - $26.92 $51,188 - $51,417
1,910 Added 3.52%
56,112 $1.51 Million
Q3 2021

Nov 02, 2021

BUY
$26.88 - $27.14 $952,761 - $961,977
35,445 Added 188.97%
54,202 $1.46 Million
Q3 2021

Oct 14, 2021

SELL
$26.88 - $27.14 $1.08 Million - $1.09 Million
-39,996 Reduced 68.07%
18,757 $504,000
Q2 2021

Jul 21, 2021

BUY
$26.77 - $27.05 $49,604 - $50,123
1,853 Added 3.26%
58,753 $1.59 Million
Q1 2021

May 24, 2021

SELL
$26.74 - $27.23 $362,808 - $369,456
-13,568 Reduced 19.25%
56,900 $1.53 Million
Q4 2020

Jan 14, 2021

SELL
$26.8 - $27.1 $31,248 - $31,598
-1,166 Reduced 1.63%
70,468 $1.91 Million
Q3 2020

Oct 13, 2020

BUY
$26.61 - $27.05 $295,743 - $300,633
11,114 Added 18.36%
71,634 $1.93 Million
Q2 2020

Jul 16, 2020

BUY
$25.24 - $26.77 $442,734 - $469,572
17,541 Added 40.81%
60,520 $1.61 Million
Q4 2019

Jan 29, 2020

BUY
$25.75 - $26.09 $1.11 Million - $1.12 Million
42,979 New
42,979 $1.12 Million

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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