Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$26.17 - $26.88 $1,858 - $1,908	-71 Reduced 0.65%	10,815 $290,000
Q4 2023 Jan 16, 2024	SELL	$24.16 - $26.52 $38,462 - $42,219	-1,592 Reduced 12.76%	10,886 $287,000
Q3 2023 Oct 13, 2023	SELL	$24.78 - $25.54 $149,175 - $153,750	-6,020 Reduced 32.54%	12,478 $309,000
Q2 2023 Jul 14, 2023	SELL	$24.64 - $25.37 $117,680 - $121,167	-4,776 Reduced 20.52%	18,498 $469,000
Q1 2023 Apr 12, 2023	BUY	$24.53 - $25.76 $164,130 - $172,360	6,691 Added 40.35%	23,274 $588,000
Q4 2022 Jan 19, 2023	SELL	$23.7 - $25.22 $215,385 - $229,199	-9,088 Reduced 35.4%	16,583 $0
Q3 2022 Oct 12, 2022	SELL	$23.9 - $26.1 $125,833 - $137,416	-5,265 Reduced 17.02%	25,671 $614,000
Q2 2022 Jul 08, 2022	SELL	$24.32 - $27.85 $38,425 - $44,003	-1,580 Reduced 4.86%	30,936 $762,000
Q1 2022 Apr 27, 2022	SELL	$27.07 - $29.9 $196,013 - $216,505	-7,241 Reduced 18.21%	32,516 $903,000
Q4 2021 Jan 26, 2022	SELL	$29.4 - $30.37 $29,694 - $30,673	-1,010 Reduced 2.48%	39,757 $1.19 Million
Q3 2021 Nov 02, 2021	BUY	$29.85 - $30.44 $1.22 Million - $1.24 Million	40,767 New	40,767 $1.23 Million
Q3 2021 Oct 14, 2021	SELL	$29.85 - $30.44 $823,531 - $839,809	-27,589 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$29.21 - $29.96 $16,912 - $17,346	-579 Reduced 2.06%	27,589 $827,000
Q1 2021 May 24, 2021	BUY	$28.73 - $29.69 $809,266 - $836,307	28,168 New	28,168 $824,000

292

46.4M

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