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

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

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 12,747 shares of IUSB stock, worth $585,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,747

Previous 67,449 81.1%

Holding current value

$585,087

Previous $3.05 Million 80.74%

% of portfolio

0.01%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$44.72 - $46.25 $2.45 Million - $2.53 Million	-54,702 Reduced 81.1%	12,747 $587,000
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

781

Shares Held

696M

Call Options Held

Put Options Held

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