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

Cliftonlarsonallen Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	SELL	$88.97 - $97.46 $242,354 - $265,481	-2,724 Reduced 19.21%	11,456 $1.12 Million
Q1 2023 Apr 12, 2023	BUY	$84.05 - $92.64 $1.19 Million - $1.31 Million	14,180 New	14,180 $1.28 Million
Q4 2021 Jan 26, 2022	SELL	$98.21 - $108.46 $530,334 - $585,684	-5,400 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$97.63 - $104.12 $527,202 - $562,248	5,400 New	5,400 $532,000
Q3 2021 Oct 14, 2021	SELL	$97.63 - $104.12 $527,202 - $562,248	-5,400 Closed	0 $0

Q2 2021 Jul 21, 2021	BUY	$91.95 - $98.47 $496,530 - $531,738	5,400 New	5,400 $532,000

787

102M

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