Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 195,402 shares of IBDQ stock, worth $4.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

195,402

Previous 169,289 15.43%

Holding current value

$4.91 Million

Previous $4.25 Million 15.18%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.0 - $25.11 $652,825 - $655,697	26,113 Added 15.43%	195,402 $4.89 Million
Q3 2024 Oct 11, 2024	BUY	$24.78 - $25.11 $235,856 - $238,996	9,518 Added 5.96%	169,289 $4.25 Million
Q2 2024 Jul 11, 2024	SELL	$24.69 - $24.86 $78,193 - $78,731	-3,167 Reduced 1.94%	159,771 $3.97 Million
Q1 2024 May 02, 2024	SELL	$24.7 - $24.84 $1.93 Million - $1.94 Million	-77,946 Reduced 32.36%	162,938 $4.04 Million
Q4 2023 Jan 16, 2024	BUY	$24.29 - $24.76 $3.3 Million - $3.36 Million	135,737 Added 129.09%	240,884 $5.96 Million
Q3 2023 Oct 13, 2023	BUY	$24.29 - $24.48 $447,980 - $451,484	18,443 Added 21.27%	105,147 $2.56 Million
Q2 2023 Jul 14, 2023	BUY	$24.34 - $24.65 $307,584 - $311,502	12,637 Added 17.06%	86,704 $2.11 Million
Q1 2023 Apr 12, 2023	SELL	$24.13 - $24.64 $139,350 - $142,296	-5,775 Reduced 7.23%	74,067 $1.82 Million
Q4 2022 Jan 19, 2023	BUY	$23.87 - $24.49 $143,792 - $147,527	6,024 Added 8.16%	79,842 $0
Q3 2022 Oct 12, 2022	BUY	$24.08 - $25.03 $58,634 - $60,948	2,435 Added 3.41%	73,818 $1.78 Million
Q2 2022 Jul 08, 2022	SELL	$24.37 - $25.22 $112,028 - $115,936	-4,597 Reduced 6.05%	71,383 $1.76 Million
Q1 2022 Apr 27, 2022	BUY	$25.16 - $26.41 $57,465 - $60,320	2,284 Added 3.1%	75,980 $1.92 Million
Q4 2021 Jan 26, 2022	SELL	$26.4 - $26.86 $241,771 - $245,983	-9,158 Reduced 11.05%	73,696 $1.95 Million
Q3 2021 Nov 02, 2021	BUY	$26.83 - $27.09 $2.22 Million - $2.24 Million	82,854 New	82,854 $2.22 Million
Q3 2021 Oct 14, 2021	SELL	$26.83 - $27.09 $2.34 Million - $2.37 Million	-87,396 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$26.78 - $27.08 $62,959 - $63,665	2,351 Added 2.76%	87,396 $2.36 Million
Q1 2021 May 24, 2021	BUY	$26.73 - $27.32 $271,496 - $277,489	10,157 Added 13.56%	85,045 $2.28 Million
Q4 2020 Jan 14, 2021	BUY	$27.03 - $27.37 $750,704 - $760,147	27,773 Added 58.95%	74,888 $2.05 Million
Q3 2020 Oct 13, 2020	BUY	$26.94 - $27.28 $280,607 - $284,148	10,416 Added 28.38%	47,115 $1.28 Million
Q2 2020 Jul 16, 2020	SELL	$24.65 - $26.99 $280,418 - $307,038	-11,376 Reduced 23.66%	36,699 $990,000
Q4 2019 Jan 29, 2020	BUY	$25.74 - $26.03 $943,654 - $954,285	36,661 Added 321.19%	48,075 $1.25 Million
Q3 2019 Oct 07, 2019	BUY	$25.42 - $26.02 $290,143 - $296,992	11,414 New	11,414 $295,000

Others Institutions Holding IBDQ

# of Institutions

399

Shares Held

83.9M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History