Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 260,677 shares of IBDP stock, worth $6.56 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
260,677
Previous 311,861 16.41%
Holding current value
$6.56 Million
Previous $7.84 Million 16.15%
% of portfolio
0.15%
Previous 0.17%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$25.04 - $25.21 $1.28 Million - $1.29 Million
-51,184 Reduced 16.41%
260,677 $6.57 Million
Q2 2024

Jul 11, 2024
SELL
$24.98 - $25.13 $904,350 - $909,781
-36,203 Reduced 10.4%
311,861 $7.84 Million
Q1 2024

May 02, 2024
SELL
$24.89 - $25.05 $5.69 Million - $5.72 Million
-228,461 Reduced 39.63%
348,064 $8.72 Million
Q4 2023

Jan 16, 2024
BUY
$24.66 - $24.91 $5.82 Million - $5.88 Million
236,087 Added 69.35%
576,525 $14.4 Million
Q3 2023

Oct 13, 2023
BUY
$24.53 - $24.74 $4.62 Million - $4.66 Million
188,173 Added 123.58%
340,438 $8.42 Million
Q2 2023

Jul 14, 2023
BUY
$24.51 - $24.65 $1.54 Million - $1.55 Million
62,962 Added 70.5%
152,265 $3.75 Million
Q1 2023

Apr 12, 2023
SELL
$24.39 - $24.64 $11,902 - $12,024
-488 Reduced 0.54%
89,303 $2.2 Million
Q4 2022

Jan 19, 2023
SELL
$24.17 - $24.5 $322,089 - $326,487
-13,326 Reduced 12.92%
89,791 $0
Q3 2022

Oct 12, 2022
BUY
$24.3 - $24.9 $121,184 - $124,176
4,987 Added 5.08%
103,117 $2.51 Million
Q2 2022

Jul 08, 2022
SELL
$24.47 - $25.06 $151,053 - $154,695
-6,173 Reduced 5.92%
98,130 $2.43 Million
Q1 2022

Apr 27, 2022
BUY
$25.0 - $25.95 $55,075 - $57,167
2,203 Added 2.16%
104,303 $2.62 Million
Q4 2021

Jan 26, 2022
BUY
$25.89 - $26.28 $438,343 - $444,946
16,931 Added 19.88%
102,100 $2.65 Million
Q3 2021

Nov 02, 2021
BUY
$26.27 - $26.39 $2.24 Million - $2.25 Million
85,169 New
85,169 $2.24 Million
Q3 2021

Oct 14, 2021
SELL
$26.27 - $26.39 $2.38 Million - $2.39 Million
-90,423 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$26.31 - $26.47 $64,591 - $64,983
2,455 Added 2.79%
90,423 $2.38 Million
Q1 2021

May 24, 2021
BUY
$26.3 - $26.59 $187,808 - $189,879
7,141 Added 8.83%
87,968 $2.32 Million
Q4 2020

Jan 14, 2021
BUY
$26.33 - $26.6 $275,912 - $278,741
10,479 Added 14.9%
80,827 $2.15 Million
Q3 2020

Oct 13, 2020
BUY
$26.33 - $26.57 $287,023 - $289,639
10,901 Added 18.34%
70,348 $1.86 Million
Q2 2020

Jul 16, 2020
SELL
$24.36 - $26.36 $337,239 - $364,927
-13,844 Reduced 18.89%
59,447 $1.57 Million
Q4 2019

Jan 29, 2020
BUY
$25.53 - $25.8 $1.57 Million - $1.58 Million
61,421 Added 517.45%
73,291 $1.88 Million
Q3 2019

Oct 07, 2019
BUY
$25.42 - $25.69 $301,735 - $304,940
11,870 New
11,870 $305,000
Q4 2018

Jan 22, 2019
SELL
N/A
-18,279 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
235 Added 1.3%
18,279 $441,000
Q2 2018

Jul 23, 2018
BUY
N/A
4,139 Added 29.77%
18,044 $434,000
Q4 2017

Jan 31, 2018
BUY
N/A
13,905
13,905 $348,000

Others Institutions Holding IBDP

# of Institutions
368
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

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