Ishares Tr shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 82k | 22.15 |
| 2025-06-30 | $1.1M | 50k | 21.98 |
| 2025-03-31 | $1.2M | 55k | 21.72 |
| 2024-12-31 | $1.1M | 52k | 21.36 |
| 2024-09-30 | $919k | 42k | 22.17 |
| 2024-06-30 | $869k | 41k | 21.26 |
| 2024-03-31 | $836k | 39k | 21.40 |
| 2023-12-31 | $444k | 21k | 21.64 |
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