A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 16,572 shares of BGRN stock, worth $778,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,572
Previous 19,955 16.95%
Holding current value
$778,718
Previous $928,000 13.69%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$46.29 - $48.52 $156,599 - $164,143
-3,383 Reduced 16.95%
16,572 $801,000
Q2 2024

Jul 11, 2024

BUY
$45.82 - $46.9 $49,348 - $50,511
1,077 Added 5.71%
19,955 $928,000
Q1 2024

May 02, 2024

SELL
$46.36 - $47.2 $5,099 - $5,192
-110 Reduced 0.58%
18,878 $885,000
Q4 2023

Jan 16, 2024

BUY
$44.21 - $47.36 $43,812 - $46,933
991 Added 5.51%
18,988 $896,000
Q3 2023

Oct 13, 2023

BUY
$44.99 - $46.74 $31,717 - $32,951
705 Added 4.08%
17,997 $812,000
Q2 2023

Jul 14, 2023

BUY
$46.21 - $47.42 $6,238 - $6,401
135 Added 0.79%
17,292 $804,000
Q1 2023

Apr 12, 2023

BUY
$45.84 - $47.62 $80,128 - $83,239
1,748 Added 11.34%
17,157 $807,000
Q4 2022

Jan 19, 2023

SELL
$44.42 - $47.05 $11,327 - $11,997
-255 Reduced 1.63%
15,409 $0
Q3 2022

Oct 12, 2022

BUY
$45.19 - $48.91 $87,668 - $94,885
1,940 Added 14.14%
15,664 $714,000
Q2 2022

Jul 08, 2022

SELL
$46.75 - $50.46 $10,051 - $10,848
-215 Reduced 1.54%
13,724 $655,000
Q1 2022

Apr 27, 2022

BUY
$49.9 - $54.04 $81,586 - $88,355
1,635 Added 13.29%
13,939 $705,000
Q4 2021

Jan 26, 2022

BUY
$54.2 - $55.52 $58,536 - $59,961
1,080 Added 9.62%
12,304 $668,000
Q3 2021

Nov 02, 2021

BUY
$54.75 - $56.03 $614,514 - $628,880
11,224 New
11,224 $616,000
Q3 2021

Oct 14, 2021

SELL
$54.75 - $56.03 $485,687 - $497,042
-8,871 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
$53.99 - $54.92 $148,526 - $151,084
-2,751 Reduced 23.67%
8,871 $486,000
Q1 2021

May 24, 2021

BUY
$54.52 - $56.31 $633,631 - $654,434
11,622 New
11,622 $635,000

Others Institutions Holding BGRN

About ISHARES TRUST ISHARES USD GRE


  • Ticker BGRN
  • Sector ETFs
  • Industry ETFs
More about BGRN
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.