Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 116,763 shares of IBMO stock, worth $2.98 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
116,763
Previous 101,257 15.31%
Holding current value
$2.98 Million
Previous $2.6 Million 14.4%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 14, 2025
BUY
$25.4 - $25.62 $393,852 - $397,263
15,506 Added 15.31%
116,763 $2.97 Million
Q3 2024

Oct 11, 2024
BUY
$25.26 - $25.66 $266,568 - $270,789
10,553 Added 11.63%
101,257 $2.6 Million
Q2 2024

Jul 11, 2024
BUY
$25.16 - $25.33 $448,225 - $451,253
17,815 Added 24.44%
90,704 $2.3 Million
Q1 2024

May 02, 2024
SELL
$25.35 - $25.52 $517,317 - $520,786
-20,407 Reduced 21.87%
72,889 $1.85 Million
Q4 2023

Jan 16, 2024
BUY
$24.71 - $25.52 $299,707 - $309,532
12,129 Added 14.94%
93,296 $2.38 Million
Q3 2023

Oct 13, 2023
SELL
$24.76 - $25.26 $43,305 - $44,179
-1,749 Reduced 2.11%
81,167 $2.01 Million
Q2 2023

Jul 14, 2023
SELL
$24.96 - $25.63 $67,916 - $69,739
-2,721 Reduced 3.18%
82,916 $2.09 Million
Q1 2023

Apr 12, 2023
BUY
$24.99 - $25.64 $139,819 - $143,455
5,595 Added 6.99%
85,637 $2.19 Million
Q4 2022

Jan 19, 2023
BUY
$24.52 - $25.33 $1.96 Million - $2.03 Million
80,042 New
80,042 $0
Q2 2022

Jul 08, 2022
BUY
$24.88 - $25.49 $32,990 - $33,799
1,326 Added 2.2%
61,482 $1.56 Million
Q1 2022

Apr 27, 2022
BUY
$25.42 - $26.86 $102,798 - $108,621
4,044 Added 7.21%
60,156 $1.53 Million
Q4 2021

Jan 26, 2022
BUY
$26.8 - $26.92 $51,188 - $51,417
1,910 Added 3.52%
56,112 $1.51 Million
Q3 2021

Nov 02, 2021
BUY
$26.88 - $27.14 $952,761 - $961,977
35,445 Added 188.97%
54,202 $1.46 Million
Q3 2021

Oct 14, 2021
SELL
$26.88 - $27.14 $1.08 Million - $1.09 Million
-39,996 Reduced 68.07%
18,757 $504,000
Q2 2021

Jul 21, 2021
BUY
$26.77 - $27.05 $49,604 - $50,123
1,853 Added 3.26%
58,753 $1.59 Million
Q1 2021

May 24, 2021
SELL
$26.74 - $27.23 $362,808 - $369,456
-13,568 Reduced 19.25%
56,900 $1.53 Million
Q4 2020

Jan 14, 2021
SELL
$26.8 - $27.1 $31,248 - $31,598
-1,166 Reduced 1.63%
70,468 $1.91 Million
Q3 2020

Oct 13, 2020
BUY
$26.61 - $27.05 $295,743 - $300,633
11,114 Added 18.36%
71,634 $1.93 Million
Q2 2020

Jul 16, 2020
BUY
$25.24 - $26.77 $442,734 - $469,572
17,541 Added 40.81%
60,520 $1.61 Million
Q4 2019

Jan 29, 2020
BUY
$25.75 - $26.09 $1.11 Million - $1.12 Million
42,979 New
42,979 $1.12 Million

Others Institutions Holding IBMO

# of Institutions
174
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
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More about IBMO
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