Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 50,674 shares of ESGD stock, worth $4.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

50,674

Previous 42,194 20.1%

Holding current value

$4.12 Million

Previous $3.21 Million 28.86%

% of portfolio

0.08%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$75.32 - $84.77 $638,713 - $718,849	8,480 Added 20.1%	50,674 $4.14 Million
Q4 2024 Jan 14, 2025	BUY	$75.65 - $83.47 $120,132 - $132,550	1,588 Added 3.91%	42,194 $3.21 Million
Q3 2024 Oct 11, 2024	SELL	$75.63 - $84.89 $502,183 - $563,669	-6,640 Reduced 14.05%	40,606 $3.42 Million
Q2 2024 Jul 11, 2024	BUY	$76.22 - $82.36 $456,405 - $493,171	5,988 Added 14.51%	47,246 $3.72 Million
Q1 2024 May 02, 2024	SELL	$73.39 - $80.18 $235,581 - $257,377	-3,210 Reduced 7.22%	41,258 $3.3 Million
Q4 2023 Jan 16, 2024	BUY	$65.9 - $75.7 $63,395 - $72,823	962 Added 2.21%	44,468 $3.36 Million
Q3 2023 Oct 13, 2023	SELL	$68.87 - $74.82 $42,079 - $45,715	-611 Reduced 1.38%	43,506 $3.01 Million
Q2 2023 Jul 14, 2023	SELL	$70.97 - $74.19 $18,097 - $18,918	-255 Reduced 0.57%	44,117 $3.22 Million
Q1 2023 Apr 12, 2023	BUY	$66.27 - $72.39 $242,084 - $264,440	3,653 Added 8.97%	44,372 $3.19 Million
Q4 2022 Jan 19, 2023	SELL	$55.83 - $67.96 $192,669 - $234,529	-3,451 Reduced 7.81%	40,719 $0
Q3 2022 Oct 12, 2022	BUY	$55.75 - $67.2 $226,400 - $272,899	4,061 Added 10.12%	44,170 $2.48 Million
Q2 2022 Jul 08, 2022	BUY	$61.64 - $74.67 $40,004 - $48,460	649 Added 1.64%	40,109 $2.52 Million
Q1 2022 Apr 27, 2022	BUY	$67.21 - $80.45 $279,324 - $334,350	4,156 Added 11.77%	39,460 $2.91 Million
Q4 2021 Jan 26, 2022	BUY	$76.64 - $82.32 $57,096 - $61,328	745 Added 2.16%	35,304 $2.81 Million
Q3 2021 Nov 02, 2021	BUY	$77.09 - $82.48 $2.66 Million - $2.85 Million	34,559 New	34,559 $2.71 Million
Q3 2021 Oct 14, 2021	SELL	$77.09 - $82.48 $2.25 Million - $2.41 Million	-29,161 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$76.82 - $82.21 $974,999 - $1.04 Million	12,692 Added 77.07%	29,161 $2.31 Million
Q1 2021 May 24, 2021	BUY	$72.34 - $76.86 $1.19 Million - $1.27 Million	16,469 New	16,469 $1.25 Million

Others Institutions Holding ESGD

# of Institutions

671

Shares Held

97.1M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History