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Ishares Tr shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025400k600k800k10k20k30k
Value ($)Share countHistorical IBDY position of CliftonLarsonAllen Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $907k 36k 25.10
2024-06-30 $562k 22k 25.20
2024-03-31 $530k 21k 25.48
2023-12-31 $296k 12k 25.85

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
First Interstate Bank
Gateway Advisory
Bank of America Corporation
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Arrow Financial Corp.
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
UBS Group

View all funds holding Ishares Tr