Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	BUY	$22.29 - $22.77 $37,246 - $38,048	1,671 Added 6.09%	29,115 $660,000
Q1 2024 May 02, 2024	BUY	$22.61 - $23.1 $288,594 - $294,848	12,764 Added 86.95%	27,444 $626,000
Q4 2023 Jan 16, 2024	BUY	$21.44 - $23.11 $314,739 - $339,254	14,680 New	14,680 $338,000
Q4 2021 Jan 26, 2022	SELL	$26.12 - $26.7 $469,428 - $479,852	-17,972 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$26.61 - $27.16 $478,234 - $488,119	17,972 New	17,972 $478,000
Q3 2021 Oct 14, 2021	SELL	$26.61 - $27.16 $536,510 - $547,599	-20,162 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$26.09 - $26.82 $4,931 - $5,068	189 Added 0.95%	20,162 $541,000
Q4 2020 Jan 14, 2021	BUY	$26.88 - $27.5 $20,670 - $21,147	769 Added 4.0%	19,973 $549,000
Q3 2020 Oct 13, 2020	BUY	$26.78 - $27.52 $514,283 - $528,494	19,204 New	19,204 $519,000

233

59.8M

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