Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 163,039 shares of IBMQ stock, worth $4.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
163,039
Previous 127,261 28.11%
Holding current value
$4.11 Million
Previous $3.26 Million 25.88%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 14, 2025
BUY
$25.06 - $25.59 $896,596 - $915,559
35,778 Added 28.11%
163,039 $4.11 Million
Q3 2024

Oct 11, 2024
BUY
$24.91 - $25.63 $502,858 - $517,392
20,187 Added 18.85%
127,261 $3.26 Million
Q2 2024

Jul 11, 2024
BUY
$24.81 - $25.19 $140,970 - $143,129
5,682 Added 5.6%
107,074 $2.68 Million
Q1 2024

May 02, 2024
SELL
$25.27 - $25.61 $399,897 - $405,278
-15,825 Reduced 13.5%
101,392 $2.56 Million
Q4 2023

Jan 16, 2024
SELL
$24.26 - $25.61 $302,231 - $319,049
-12,458 Reduced 9.61%
117,217 $3 Million
Q3 2023

Oct 13, 2023
BUY
$24.41 - $25.28 $326,434 - $338,069
13,373 Added 11.5%
129,675 $3.17 Million
Q2 2023

Jul 14, 2023
SELL
$24.9 - $25.77 $47,608 - $49,272
-1,912 Reduced 1.62%
116,302 $2.93 Million
Q1 2023

Apr 12, 2023
BUY
$24.96 - $25.8 $693,438 - $716,775
27,782 Added 30.72%
118,214 $3.03 Million
Q4 2022

Jan 19, 2023
BUY
$24.12 - $25.25 $2.18 Million - $2.28 Million
90,432 New
90,432 $0
Q2 2022

Jul 08, 2022
BUY
$24.52 - $25.47 $120,859 - $125,541
4,929 Added 5.87%
88,965 $2.23 Million
Q1 2022

Apr 27, 2022
BUY
$25.41 - $27.2 $37,251 - $39,875
1,466 Added 1.78%
84,036 $2.14 Million
Q4 2021

Jan 26, 2022
SELL
$27.06 - $27.29 $99,797 - $100,645
-3,688 Reduced 4.28%
82,570 $2.25 Million
Q3 2021

Nov 02, 2021
BUY
$27.23 - $27.63 $1.83 Million - $1.86 Million
67,178 Added 352.09%
86,258 $2.35 Million
Q3 2021

Oct 14, 2021
SELL
$27.23 - $27.63 $1.57 Million - $1.59 Million
-57,666 Reduced 75.14%
19,080 $519,000
Q2 2021

Jul 21, 2021
BUY
$27.18 - $27.52 $49,603 - $50,224
1,825 Added 2.44%
76,746 $2.1 Million
Q4 2020

Jan 14, 2021
BUY
$27.09 - $27.63 $516,877 - $527,180
19,080 Added 34.17%
74,921 $2.07 Million
Q3 2020

Oct 13, 2020
BUY
$27.07 - $27.66 $344,790 - $352,305
12,737 Added 29.55%
55,841 $1.52 Million
Q2 2020

Jul 16, 2020
BUY
$25.58 - $27.11 $128,258 - $135,929
5,014 Added 13.16%
43,104 $1.17 Million
Q3 2019

Oct 07, 2019
BUY
$25.7 - $26.56 $978,913 - $1.01 Million
38,090 New
38,090 $997,000

Others Institutions Holding IBMQ

# of Institutions
132
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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