Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 175,865 shares of IEI stock, worth $21 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

175,865

Holding current value

$21 Million

% of portfolio

0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$114.57 - $118.14 $20.1 Million - $20.8 Million	175,865 New	175,865 $20.8 Million
Q4 2021 Jan 26, 2022	SELL	$128.19 - $130.42 $299,580 - $304,791	-2,337 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$129.96 - $131.96 $303,716 - $308,390	2,337 New	2,337 $304,000
Q3 2021 Oct 14, 2021	SELL	$129.96 - $131.96 $1.21 Million - $1.23 Million	-9,347 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$129.78 - $131.28 $1.21 Million - $1.23 Million	9,347 New	9,347 $1.22 Million
Q1 2021 May 24, 2021	SELL	$129.89 - $133.02 $1.35 Million - $1.39 Million	-10,414 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$132.44 - $133.52 $50,327 - $50,737	380 Added 3.79%	10,414 $1.39 Million
Q3 2020 Oct 13, 2020	BUY	$133.35 - $134.1 $1.34 Million - $1.35 Million	10,034 New	10,034 $1.34 Million
Q4 2019 Jan 29, 2020	SELL	$125.41 - $127.8 $2.38 Million - $2.42 Million	-18,969 Closed	0 $0
Q3 2019 Oct 07, 2019	SELL	$125.52 - $127.0 $384,216 - $388,747	-3,061 Reduced 13.89%	18,969 $2.41 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-20,021 Reduced 47.61%	22,030 $2.77 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-6,515 Reduced 13.41%	42,051 $5.18 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-1,083 Reduced 2.18%	48,566 $5.9 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-15,116 Reduced 23.34%	49,649 $5.91 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-9,049 Reduced 12.26%	64,765 $7.77 Million
Q1 2018 Apr 26, 2018	BUY	N/A	3,682 Added 5.25%	73,814 $8.9 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-5,634 Reduced 7.44%	70,132 $8.57 Million
Q3 2017 Nov 06, 2017	BUY	N/A	75,766	75,766 $9.36 Million

Others Institutions Holding IEI

# of Institutions

827

Shares Held

104M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History