Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 125,542 shares of IBDR stock, worth $2.98 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
125,542
Previous 109,322 14.84%
Holding current value
$2.98 Million
Previous $2.6 Million 14.83%
% of portfolio
0.06%
Previous 0.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
16,220 Added 14.84%
125,542 $2.98 Million
Q3 2024

Oct 11, 2024
SELL
$23.75 - $23.75 $259,350 - $259,350
-10,920 Reduced 9.08%
109,322 $2.6 Million
Q2 2024

Jul 11, 2024
SELL
$23.65 - $23.82 $55,908 - $56,310
-2,364 Reduced 1.93%
120,242 $2.86 Million
Q1 2024

May 02, 2024
BUY
$23.76 - $23.98 $244,870 - $247,137
10,306 Added 9.18%
122,606 $2.92 Million
Q4 2023

Jan 16, 2024
BUY
$23.15 - $23.9 $1.27 Million - $1.31 Million
54,809 Added 95.33%
112,300 $2.68 Million
Q3 2023

Oct 13, 2023
BUY
$23.28 - $23.6 $364,704 - $369,717
15,666 Added 37.46%
57,491 $1.34 Million
Q2 2023

Jul 14, 2023
BUY
$23.42 - $23.83 $19,180 - $19,516
819 Added 2.0%
41,825 $981,000
Q1 2023

Apr 12, 2023
SELL
$23.14 - $23.86 $74,510 - $76,829
-3,220 Reduced 7.28%
41,006 $973,000
Q4 2022

Jan 19, 2023
SELL
$22.9 - $23.61 $615,781 - $634,872
-26,890 Reduced 37.81%
44,226 $0
Q3 2022

Oct 12, 2022
BUY
$23.21 - $24.34 $14,575 - $15,285
628 Added 0.89%
71,116 $1.64 Million
Q2 2022

Jul 08, 2022
SELL
$23.33 - $24.57 $119,402 - $125,749
-5,118 Reduced 6.77%
70,488 $1.68 Million
Q1 2022

Apr 27, 2022
SELL
$24.49 - $26.0 $177,503 - $188,448
-7,248 Reduced 8.75%
75,606 $1.86 Million
Q4 2021

Jan 26, 2022
BUY
$25.98 - $26.52 $225,350 - $230,034
8,674 Added 11.69%
82,854 $2.16 Million
Q3 2021

Nov 02, 2021
BUY
$26.47 - $26.76 $1.96 Million - $1.99 Million
74,180 New
74,180 $1.97 Million
Q3 2021

Oct 14, 2021
SELL
$26.47 - $26.76 $2.13 Million - $2.15 Million
-80,471 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$26.28 - $26.69 $33,033 - $33,549
1,257 Added 1.59%
80,471 $2.14 Million
Q1 2021

May 24, 2021
BUY
$26.27 - $27.07 $389,978 - $401,854
14,845 Added 23.06%
79,214 $2.09 Million
Q4 2020

Jan 14, 2021
BUY
$26.72 - $27.1 $204,247 - $207,152
7,644 Added 13.48%
64,369 $1.74 Million
Q3 2020

Oct 13, 2020
BUY
$26.64 - $27.04 $408,444 - $414,577
15,332 Added 37.04%
56,725 $1.52 Million
Q2 2020

Jul 16, 2020
BUY
$24.19 - $26.75 $172,595 - $190,861
7,135 Added 20.83%
41,393 $1.1 Million
Q4 2019

Jan 29, 2020
BUY
$25.21 - $25.58 $98,293 - $99,736
3,899 Added 12.84%
34,258 $876,000
Q3 2019

Oct 07, 2019
BUY
$24.85 - $25.68 $413,081 - $426,878
16,623 Added 121.02%
30,359 $773,000
Q2 2019

Jul 17, 2019
BUY
$24.06 - $25.06 $73,070 - $76,107
3,037 Added 28.39%
13,736 $344,000
Q1 2019

Apr 09, 2019
BUY
$23.13 - $24.25 $247,467 - $259,450
10,699 New
10,699 $259,000

Others Institutions Holding IBDR

# of Institutions
383
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email