Cliftonlarsonallen Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	SELL	$63.8 - $67.65 $59,270 - $62,846	-929 Reduced 6.61%	13,116 $887,000
Q4 2022 Jan 19, 2023	BUY	$58.95 - $64.99 $827,952 - $912,784	14,045 New	14,045 $0
Q2 2022 Jul 08, 2022	SELL	$61.24 - $72.68 $295,666 - $350,899	-4,828 Reduced 17.37%	22,971 $1.45 Million
Q1 2022 Apr 27, 2022	SELL	$67.73 - $76.65 $184,293 - $208,564	-2,721 Reduced 8.92%	27,799 $2.01 Million
Q4 2021 Jan 26, 2022	SELL	$74.33 - $77.96 $270,338 - $283,540	-3,637 Reduced 10.65%	30,520 $2.34 Million

Q3 2021 Nov 02, 2021	BUY	$75.34 - $79.52 $2.57 Million - $2.72 Million	34,157 New	34,157 $2.57 Million
Q3 2021 Oct 14, 2021	SELL	$75.34 - $79.52 $3.3 Million - $3.49 Million	-43,866 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$73.48 - $77.31 $1.65 Million - $1.73 Million	-22,404 Reduced 33.81%	43,866 $3.31 Million
Q1 2021 May 24, 2021	SELL	$70.92 - $74.68 $13.9 Million - $14.6 Million	-195,867 Reduced 74.72%	66,270 $4.84 Million
Q4 2020 Jan 14, 2021	BUY	$65.49 - $73.81 $2.53 Million - $2.85 Million	38,635 Added 17.29%	262,137 $19.2 Million
Q3 2020 Oct 13, 2020	BUY	$66.21 - $69.64 $2.16 Million - $2.28 Million	32,695 Added 17.14%	223,502 $15.2 Million
Q2 2020 Jul 16, 2020	BUY	$59.53 - $68.92 $11.4 Million - $13.2 Million	190,807 New	190,807 $12.6 Million

498

68.1M

12.7K

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