Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 112,722 shares of IBMN stock, worth $3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
112,722
Previous 99,472 13.32%
Holding current value
$3 Million
Previous $2.64 Million 14.04%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 11, 2024
BUY
$26.42 - $26.67 $350,065 - $353,377
13,250 Added 13.32%
112,722 $3.01 Million
Q2 2024

Jul 11, 2024
BUY
$26.34 - $26.49 $210,403 - $211,602
7,988 Added 8.73%
99,472 $2.64 Million
Q1 2024

May 02, 2024
SELL
$26.4 - $26.55 $228,518 - $229,816
-8,656 Reduced 8.64%
91,484 $2.42 Million
Q4 2023

Jan 16, 2024
SELL
$26.02 - $26.55 $152,997 - $156,114
-5,880 Reduced 5.55%
100,140 $2.66 Million
Q3 2023

Oct 13, 2023
SELL
$26.08 - $26.38 $36,303 - $36,720
-1,392 Reduced 1.3%
106,020 $2.77 Million
Q2 2023

Jul 14, 2023
SELL
$26.14 - $26.64 $192,129 - $195,804
-7,350 Reduced 6.4%
107,412 $2.83 Million
Q1 2023

Apr 12, 2023
BUY
$26.16 - $26.7 $84,575 - $86,321
3,233 Added 2.9%
114,762 $3.05 Million
Q4 2022

Jan 19, 2023
BUY
$25.83 - $26.5 $2.88 Million - $2.96 Million
111,529 New
111,529 $0
Q2 2022

Jul 08, 2022
BUY
$26.16 - $26.71 $897,863 - $916,740
34,322 Added 107.05%
66,385 $1.77 Million
Q1 2022

Apr 27, 2022
BUY
$26.58 - $27.86 $205,995 - $215,915
7,750 Added 31.88%
32,063 $855,000
Q4 2021

Jan 26, 2022
SELL
$27.84 - $27.95 $56,264 - $56,486
-2,021 Reduced 7.67%
24,313 $677,000
Q3 2021

Nov 02, 2021
BUY
$27.95 - $28.15 $736,035 - $741,302
26,334 New
26,334 $736,000
Q3 2021

Oct 14, 2021
SELL
$27.95 - $28.15 $859,714 - $865,865
-30,759 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$27.92 - $28.12 $8,934 - $8,998
320 Added 1.05%
30,759 $861,000
Q1 2021

May 24, 2021
SELL
$27.83 - $28.23 $416,002 - $421,982
-14,948 Reduced 32.93%
30,439 $850,000
Q4 2020

Jan 14, 2021
SELL
$27.99 - $28.2 $47,583 - $47,940
-1,700 Reduced 3.61%
45,387 $1.28 Million
Q3 2020

Oct 13, 2020
BUY
$27.86 - $28.21 $368,086 - $372,710
13,212 Added 39.0%
47,087 $1.32 Million
Q2 2020

Jul 16, 2020
SELL
$26.53 - $27.98 $145,463 - $153,414
-5,483 Reduced 13.93%
33,875 $944,000
Q4 2019

Jan 29, 2020
BUY
$27.01 - $27.26 $609,453 - $615,094
22,564 Added 134.36%
39,358 $1.07 Million
Q3 2019

Oct 07, 2019
BUY
$26.86 - $27.5 $451,086 - $461,835
16,794 New
16,794 $455,000

Others Institutions Holding IBMN

# of Institutions
165
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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