Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 106,654 shares of IBDS stock, worth $2.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
106,654
Previous 61,887 72.34%
Holding current value
$2.55 Million
Previous $1.51 Million 69.43%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 14, 2025
BUY
$23.88 - $24.32 $1.07 Million - $1.09 Million
44,767 Added 72.34%
106,654 $2.56 Million
Q3 2024

Oct 11, 2024
SELL
$23.63 - $24.42 $266,215 - $275,115
-11,266 Reduced 15.4%
61,887 $1.51 Million
Q2 2024

Jul 11, 2024
SELL
$23.48 - $23.77 $5,541 - $5,609
-236 Reduced 0.32%
73,153 $1.74 Million
Q1 2024

May 02, 2024
BUY
$23.67 - $24.03 $516,290 - $524,142
21,812 Added 42.29%
73,389 $1.75 Million
Q4 2023

Jan 16, 2024
BUY
$22.84 - $23.94 $511,935 - $536,591
22,414 Added 76.86%
51,577 $1.23 Million
Q3 2023

Oct 13, 2023
SELL
$23.07 - $23.6 $90,480 - $92,559
-3,922 Reduced 11.85%
29,163 $674,000
Q2 2023

Jul 14, 2023
BUY
$23.39 - $23.94 $2,105 - $2,154
90 Added 0.27%
33,085 $776,000
Q1 2023

Apr 12, 2023
SELL
$23.15 - $24.01 $55,884 - $57,960
-2,414 Reduced 6.82%
32,995 $785,000
Q4 2022

Jan 19, 2023
BUY
$22.55 - $23.67 $360,800 - $378,720
16,000 Added 82.44%
35,409 $0
Q3 2022

Oct 12, 2022
BUY
$22.77 - $24.53 $250 - $269
11 Added 0.06%
19,409 $446,000
Q2 2022

Jul 08, 2022
SELL
$23.33 - $24.86 $43,790 - $46,662
-1,877 Reduced 8.82%
19,398 $463,000
Q1 2022

Apr 27, 2022
SELL
$24.73 - $26.48 $2,225 - $2,383
-90 Reduced 0.42%
21,275 $531,000
Q4 2021

Jan 26, 2022
SELL
$26.38 - $27.03 $342,306 - $350,741
-12,976 Reduced 37.79%
21,365 $567,000
Q3 2021

Nov 02, 2021
BUY
$26.98 - $27.28 $926,520 - $936,822
34,341 New
34,341 $927,000
Q3 2021

Oct 14, 2021
SELL
$26.98 - $27.28 $1.02 Million - $1.03 Million
-37,788 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$26.65 - $27.15 $4,930 - $5,022
185 Added 0.49%
37,788 $1.02 Million
Q1 2021

May 24, 2021
BUY
$26.64 - $27.56 $57,249 - $59,226
2,149 Added 6.06%
37,603 $1.01 Million
Q4 2020

Jan 14, 2021
BUY
$27.04 - $27.57 $49,834 - $50,811
1,843 Added 5.48%
35,454 $977,000
Q3 2020

Oct 13, 2020
BUY
$26.95 - $27.49 $456,101 - $465,240
16,924 Added 101.42%
33,611 $912,000
Q2 2020

Jul 16, 2020
BUY
$24.26 - $27.02 $404,826 - $450,882
16,687 New
16,687 $450,000

Others Institutions Holding IBDS

# of Institutions
342
Shares Held
84.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
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More about IBDS
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