Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 18,595 shares of DVY stock, worth $2.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,595
Previous 18,940 1.82%
Holding current value
$2.55 Million
Previous $2.56 Million 4.57%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 14, 2025
SELL
$129.55 - $143.41 $44,694 - $49,476
-345 Reduced 1.82%
18,595 $2.44 Million
Q3 2024

Oct 11, 2024
BUY
$119.99 - $135.74 $41,396 - $46,830
345 Added 1.86%
18,940 $2.56 Million
Q2 2024

Jul 11, 2024
SELL
$115.73 - $125.75 $19,326 - $21,000
-167 Reduced 0.89%
18,595 $2.25 Million
Q1 2024

May 02, 2024
SELL
$113.31 - $123.18 $2,832 - $3,079
-25 Reduced 0.13%
18,762 $2.31 Million
Q4 2023

Jan 16, 2024
BUY
$102.97 - $119.06 $2,574 - $2,976
25 Added 0.13%
18,787 $2.2 Million
Q2 2023

Jul 14, 2023
BUY
$108.5 - $119.27 $229,043 - $251,778
2,111 Added 12.68%
18,762 $2.13 Million
Q4 2022

Jan 19, 2023
BUY
$107.39 - $125.5 $1.79 Million - $2.09 Million
16,651 New
16,651 $0
Q1 2022

Apr 27, 2022
SELL
$119.99 - $129.75 $38,876 - $42,039
-324 Reduced 1.91%
16,651 $2.13 Million
Q4 2021

Jan 26, 2022
BUY
$114.37 - $122.59 $18,985 - $20,349
166 Added 0.99%
16,975 $2.08 Million
Q3 2021

Nov 02, 2021
BUY
$112.53 - $119.9 $1.89 Million - $2.02 Million
16,809 New
16,809 $1.93 Million
Q3 2021

Oct 14, 2021
SELL
$112.53 - $119.9 $1.87 Million - $1.99 Million
-16,607 Closed
0 $0
Q4 2020

Jan 14, 2021
BUY
$81.33 - $97.54 $268,389 - $321,882
3,300 Added 24.8%
16,607 $1.6 Million
Q3 2020

Oct 13, 2020
SELL
$77.43 - $86.72 $132,482 - $148,377
-1,711 Reduced 11.39%
13,307 $1.09 Million
Q2 2020

Jul 16, 2020
BUY
$69.37 - $91.69 $325,484 - $430,209
4,692 Added 45.44%
15,018 $1.21 Million
Q4 2019

Jan 29, 2020
BUY
$98.25 - $105.76 $1.01 Million - $1.09 Million
10,326 New
10,326 $1.09 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-31,870 Closed
0 $0
Q4 2018

Jan 22, 2019
BUY
N/A
3,100 Added 10.78%
31,870 $2.85 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-325 Reduced 1.12%
28,770 $2.87 Million
Q2 2018

Jul 23, 2018
BUY
N/A
325 Added 1.13%
29,095 $2.84 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-169 Reduced 0.58%
28,770 $2.74 Million
Q3 2017

Nov 06, 2017
BUY
N/A
28,939
28,939 $2.71 Million

Others Institutions Holding DVY

# of Institutions
1,443
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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