Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$50.07 - $50.42 $534,797 - $538,536	10,681 New	10,681 $0
Q2 2022 Jul 08, 2022	SELL	N/A	-4,703 Reduced 10.02%	42,254 $2.11 Million
Q1 2022 Apr 27, 2022	SELL	N/A	-11,028 Reduced 19.02%	46,957 $2.37 Million
Q4 2021 Jan 26, 2022	SELL	N/A	-9,640 Reduced 14.26%	57,985 $2.94 Million
Q3 2021 Nov 02, 2021	BUY	N/A	67,625 New	67,625 $3.44 Million

Q3 2021 Oct 14, 2021	SELL	N/A	-64,534 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	N/A	-48,396 Reduced 42.85%	64,534 $3.28 Million
Q1 2021 May 24, 2021	BUY	N/A	15,654 Added 16.09%	112,930 $5.74 Million
Q4 2020 Jan 14, 2021	SELL	N/A	-9,334 Reduced 8.76%	97,276 $4.93 Million
Q3 2020 Oct 13, 2020	SELL	N/A	-11,843 Reduced 10.0%	106,610 $5.41 Million
Q2 2020 Jul 16, 2020	SELL	N/A	-98,623 Reduced 45.43%	118,453 $5.99 Million
Q4 2019 Jan 29, 2020	SELL	N/A	-132,669 Reduced 37.93%	217,076 $11.1 Million
Q3 2019 Oct 07, 2019	SELL	N/A	-8,774 Reduced 2.45%	349,745 $17.8 Million
Q2 2019 Jul 17, 2019	BUY	N/A	1,887 Added 0.53%	358,519 $18.3 Million
Q1 2019 Apr 09, 2019	BUY	N/A	136,080 Added 61.7%	356,632 $18.2 Million
Q4 2018 Jan 22, 2019	BUY	N/A	4,286 Added 1.98%	220,552 $11.1 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-57,340 Reduced 20.96%	216,266 $11 Million
Q2 2018 Jul 23, 2018	BUY	N/A	7,645 Added 2.87%	273,606 $14 Million
Q1 2018 Apr 26, 2018	BUY	N/A	36,795 Added 16.06%	265,961 $13.5 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-16,662 Reduced 6.78%	229,166 $11.6 Million
Q3 2017 Nov 06, 2017	BUY	N/A	245,828	245,828 $12.5 Million

638

97.8M

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