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 $2.51 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,595
Previous 18,940 1.82%
Holding current value
$2.51 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
1,369
Shares Held
66.3M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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

Choose your preferred platform and Sign Up 👇 Telegram Email