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

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 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 134,619 shares of IEI stock, worth $16.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
134,619
Previous 148,667 9.45%
Holding current value
$16.2 Million
Previous $17.7 Million 9.13%
% of portfolio
0.25%
Previous 0.3%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$117.65 - $120.08 $1.65 Million - $1.69 Million
-14,048 Reduced 9.45%
134,619 $16.1 Million
Q2 2025

Jul 18, 2025
SELL
$116.93 - $119.39 $3.18 Million - $3.25 Million
-27,198 Reduced 15.47%
148,667 $17.7 Million
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
875
Shares Held
111M
Call Options Held
1.08M
Put Options Held
872K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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