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

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 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 158,745 shares of IBMP stock, worth $4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
158,745
Previous 133,112 19.26%
Holding current value
$4 Million
Previous $3.35 Million 19.93%
% of portfolio
0.07%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
163
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
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