Cliftonlarsonallen Wealth Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 67,940 shares of EAGG stock, worth $3.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
67,940
Previous 80,599 15.71%
Holding current value
$3.19 Million
Previous $3.76 Million 12.11%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 11, 2024
SELL
$46.18 - $48.92 $584,592 - $619,278
-12,659 Reduced 15.71%
67,940 $3.3 Million
Q2 2024

Jul 11, 2024
BUY
$45.65 - $47.02 $201,362 - $207,405
4,411 Added 5.79%
80,599 $3.76 Million
Q1 2024

May 02, 2024
BUY
$46.54 - $47.74 $41,932 - $43,013
901 Added 1.2%
76,188 $3.59 Million
Q4 2023

Jan 16, 2024
BUY
$44.12 - $47.93 $362,931 - $394,272
8,226 Added 12.27%
75,287 $3.59 Million
Q3 2023

Oct 13, 2023
SELL
$45.2 - $47.43 $113,316 - $118,907
-2,507 Reduced 3.6%
67,061 $3.04 Million
Q2 2023

Jul 14, 2023
BUY
$46.98 - $48.45 $42,798 - $44,137
911 Added 1.33%
69,568 $3.28 Million
Q1 2023

Apr 12, 2023
BUY
$46.38 - $48.56 $303,928 - $318,213
6,553 Added 10.55%
68,657 $3.3 Million
Q4 2022

Jan 19, 2023
SELL
$45.12 - $48.04 $45,435 - $48,376
-1,007 Reduced 1.6%
62,104 $0
Q3 2022

Oct 12, 2022
BUY
$46.02 - $50.19 $379,480 - $413,866
8,246 Added 15.03%
63,111 $2.93 Million
Q2 2022

Jul 08, 2022
SELL
$47.71 - $51.47 $86,211 - $93,006
-1,807 Reduced 3.19%
54,865 $2.69 Million
Q1 2022

Apr 27, 2022
BUY
$51.09 - $54.52 $355,484 - $379,350
6,958 Added 14.0%
56,672 $2.93 Million
Q4 2021

Jan 26, 2022
BUY
$54.56 - $55.46 $255,777 - $259,996
4,688 Added 10.41%
49,714 $2.74 Million
Q3 2021

Nov 02, 2021
BUY
$55.13 - $55.99 $2.48 Million - $2.52 Million
45,026 New
45,026 $2.48 Million
Q3 2021

Oct 14, 2021
SELL
$55.13 - $55.99 $1.94 Million - $1.97 Million
-35,229 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$54.55 - $55.32 $599,886 - $608,354
-10,997 Reduced 23.79%
35,229 $1.95 Million
Q1 2021

May 24, 2021
BUY
$54.15 - $56.52 $1.85 Million - $1.93 Million
34,137 Added 282.38%
46,226 $2.53 Million
Q4 2020

Jan 14, 2021
BUY
$56.07 - $56.69 $677,830 - $685,325
12,089 New
12,089 $684,000

Others Institutions Holding EAGG

# of Institutions
401
Shares Held
62.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

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