Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 49,191 shares of IBDW stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

49,191

Previous 53,892 8.72%

Holding current value

$1.03 Million

Previous $1.12 Million 7.51%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$20.23 - $21.04 $95,101 - $98,909	-4,701 Reduced 8.72%	49,191 $1.03 Million
Q1 2025 Apr 16, 2025	BUY	$20.1 - $20.8 $107,736 - $111,488	5,360 Added 11.04%	53,892 $1.12 Million
Q4 2024 Jan 14, 2025	BUY	$20.28 - $21.2 $177,226 - $185,266	8,739 Added 21.96%	48,532 $987,000
Q2 2024 Jul 11, 2024	BUY	$19.84 - $20.44 $36,704 - $37,814	1,850 Added 4.88%	39,793 $807,000
Q1 2024 May 02, 2024	BUY	$20.24 - $20.75 $24,955 - $25,584	1,233 Added 3.36%	37,943 $777,000
Q4 2023 Jan 16, 2024	BUY	$18.79 - $20.85 $338,595 - $375,717	18,020 Added 96.42%	36,710 $762,000
Q3 2023 Oct 13, 2023	BUY	$19.34 - $20.36 $361,464 - $380,528	18,690 New	18,690 $362,000

Others Institutions Holding IBDW

# of Institutions

209

Shares Held

60.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History