Cliftonlarsonallen Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 67,449 shares of IUSB stock, worth $3.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
67,449
Previous 57,031 18.27%
Holding current value
$3.1 Million
Previous $2.69 Million 13.44%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$45.07 - $47.1 $469,539 - $490,687
10,418 Added 18.27%
67,449 $3.05 Million
Q3 2024

Oct 11, 2024
SELL
$44.83 - $47.42 $301,347 - $318,757
-6,722 Reduced 10.54%
57,031 $2.69 Million
Q2 2024

Jul 11, 2024
SELL
$44.3 - $45.58 $272,976 - $280,863
-6,162 Reduced 8.81%
63,753 $2.88 Million
Q1 2024

May 02, 2024
SELL
$45.02 - $46.27 $1 Million - $1.03 Million
-22,311 Reduced 24.19%
69,915 $3.19 Million
Q4 2023

Jan 16, 2024
BUY
$42.6 - $46.25 $2.99 Million - $3.25 Million
70,232 Added 319.32%
92,226 $4.25 Million
Q3 2023

Oct 13, 2023
SELL
$43.62 - $45.64 $50,948 - $53,307
-1,168 Reduced 5.04%
21,994 $961,000
Q2 2023

Jul 14, 2023
SELL
$45.12 - $46.45 $547,982 - $564,135
-12,145 Reduced 34.4%
23,162 $1.05 Million
Q1 2023

Apr 12, 2023
BUY
$44.68 - $46.69 $1.58 Million - $1.65 Million
35,307 New
35,307 $1.63 Million

Others Institutions Holding IUSB

# of Institutions
778
Shares Held
701M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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