Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

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 202,026 shares of IBMP stock, worth $5.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

202,026

Previous 158,745 27.26%

Holding current value

$5.13 Million

Previous $4.01 Million 27.61%

% of portfolio

0.09%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$24.98 - $25.35 $1.08 Million - $1.1 Million	43,281 Added 27.26%	202,026 $5.12 Million
Q1 2025 Apr 16, 2025	BUY	$25.1 - $25.34 $643,388 - $649,540	25,633 Added 19.26%	158,745 $4.01 Million
Q4 2024 Jan 14, 2025	BUY	$25.08 - $25.43 $783,574 - $794,509	31,243 Added 30.67%	133,112 $3.35 Million
Q3 2024 Oct 11, 2024	BUY	$24.92 - $25.47 $367,819 - $375,937	14,760 Added 16.94%	101,869 $2.59 Million
Q2 2024 Jul 11, 2024	BUY	$24.83 - $25.08 $774,124 - $781,919	31,177 Added 55.74%	87,109 $2.18 Million
Q1 2024 May 02, 2024	SELL	$25.17 - $25.41 $498,214 - $502,965	-19,794 Reduced 26.14%	55,932 $1.41 Million
Q4 2023 Jan 16, 2024	SELL	$24.36 - $25.42 $400,916 - $418,362	-16,458 Reduced 17.85%	75,726 $1.92 Million
Q3 2023 Oct 13, 2023	SELL	$24.48 - $25.15 $3,427 - $3,521	-140 Reduced 0.15%	92,184 $2.26 Million
Q2 2023 Jul 14, 2023	SELL	$24.82 - $25.61 $87,143 - $89,916	-3,511 Reduced 3.66%	92,324 $2.31 Million
Q1 2023 Apr 12, 2023	BUY	$24.89 - $25.65 $743,165 - $765,857	29,858 Added 45.26%	95,835 $2.44 Million
Q4 2022 Jan 19, 2023	BUY	$24.29 - $25.21 $1.6 Million - $1.66 Million	65,977 New	65,977 $0
Q2 2022 Jul 08, 2022	BUY	$24.68 - $25.42 $170,217 - $175,321	6,897 Added 14.79%	53,525 $1.35 Million
Q1 2022 Apr 27, 2022	SELL	$25.38 - $27.0 $17,309 - $18,414	-682 Reduced 1.44%	46,628 $1.19 Million
Q3 2021 Nov 02, 2021	BUY	$27.01 - $27.32 $776,402 - $785,313	28,745 Added 154.83%	47,310 $1.28 Million
Q3 2021 Oct 14, 2021	SELL	$27.01 - $27.32 $808,247 - $817,523	-29,924 Reduced 61.71%	18,565 $501,000
Q2 2021 Jul 21, 2021	BUY	$26.95 - $27.23 $49,641 - $50,157	1,842 Added 3.95%	48,489 $1.32 Million
Q1 2021 May 24, 2021	BUY	$26.83 - $27.45 $49,152 - $50,288	1,832 Added 4.09%	46,647 $1.26 Million
Q4 2020 Jan 14, 2021	BUY	$26.92 - $27.32 $229,546 - $232,957	8,527 Added 23.5%	44,815 $1.22 Million
Q3 2020 Oct 13, 2020	BUY	$26.79 - $27.32 $972,155 - $991,388	36,288 New	36,288 $982,000

Others Institutions Holding IBMP

# of Institutions

173

Shares Held

19.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History