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 $4.49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
50,674
Previous 42,194 20.1%
Holding current value
$4.49 Million
Previous $3.21 Million 28.86%
% of portfolio
0.08%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
675
Shares Held
96.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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