Ishares Tr shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 | $1.2M | 47k | 25.62 |
| 2025-06-30 | $936k | 37k | 25.29 |
| 2025-03-31 | $950k | 38k | 24.99 |
| 2024-12-31 | $964k | 39k | 24.58 |
| 2024-09-30 | $860k | 33k | 25.71 |
| 2024-06-30 | $745k | 30k | 24.56 |
| 2024-03-31 | $715k | 29k | 24.81 |
| 2023-12-31 | $379k | 15k | 25.23 |
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