Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 51,847 shares of IBDV stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
51,847
Previous 41,470 25.02%
Holding current value
$1.12 Million
Previous $919,000 20.46%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 14, 2025
BUY
$21.24 - $22.15 $220,407 - $229,850
10,377 Added 25.02%
51,847 $1.11 Million
Q3 2024

Oct 11, 2024
BUY
$21.11 - $22.24 $12,623 - $13,299
598 Added 1.46%
41,470 $919,000
Q2 2024

Jul 11, 2024
BUY
$20.82 - $21.38 $37,246 - $38,248
1,789 Added 4.58%
40,872 $868,000
Q1 2024

May 02, 2024
BUY
$21.16 - $21.68 $392,898 - $402,554
18,568 Added 90.51%
39,083 $836,000
Q4 2023

Jan 16, 2024
BUY
$19.85 - $21.72 $407,222 - $445,585
20,515 New
20,515 $443,000

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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