Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$25.44 - $25.52 $571,153 - $572,949	-22,451 Reduced 14.53%	132,074 $3.37 Million
Q2 2023 Jul 14, 2023	SELL	$25.39 - $25.49 $290,055 - $291,197	-11,424 Reduced 6.88%	154,525 $3.94 Million
Q1 2023 Apr 12, 2023	SELL	$25.32 - $25.43 $144,729 - $145,357	-5,716 Reduced 3.33%	165,949 $4.22 Million
Q4 2022 Jan 19, 2023	BUY	$25.26 - $25.42 $4.34 Million - $4.36 Million	171,665 New	171,665 $0
Q2 2022 Jul 08, 2022	BUY	$25.31 - $25.54 $835,356 - $842,947	33,005 Added 34.31%	129,188 $3.29 Million
Q1 2022 Apr 27, 2022	BUY	$25.45 - $25.93 $35,095 - $35,757	1,379 Added 1.45%	96,183 $2.45 Million
Q4 2021 Jan 26, 2022	SELL	$25.91 - $26.02 $265,059 - $266,184	-10,230 Reduced 9.74%	94,804 $2.46 Million
Q3 2021 Nov 02, 2021	BUY	$26.0 - $26.14 $2.73 Million - $2.75 Million	105,034 New	105,034 $2.73 Million
Q3 2021 Oct 14, 2021	SELL	$26.0 - $26.14 $2.82 Million - $2.83 Million	-108,272 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$26.07 - $26.2 $43,771 - $43,989	-1,679 Reduced 1.53%	108,272 $2.83 Million
Q1 2021 May 24, 2021	SELL	$26.1 - $26.25 $165,239 - $166,188	-6,331 Reduced 5.44%	109,951 $2.88 Million
Q4 2020 Jan 14, 2021	BUY	$26.15 - $26.26 $57,686 - $57,929	2,206 Added 1.93%	116,282 $3.05 Million
Q3 2020 Oct 13, 2020	BUY	$26.17 - $26.37 $684,554 - $689,786	26,158 Added 29.75%	114,076 $3 Million
Q2 2020 Jul 16, 2020	BUY	$25.25 - $26.25 $286,335 - $297,675	11,340 Added 14.81%	87,918 $2.31 Million
Q4 2019 Jan 29, 2020	BUY	$25.73 - $25.86 $42,042 - $42,255	1,634 Added 2.18%	76,578 $1.98 Million
Q3 2019 Oct 07, 2019	BUY	$25.62 - $26.04 $101,429 - $103,092	3,959 Added 5.58%	74,944 $1.93 Million
Q2 2019 Jul 17, 2019	BUY	$25.34 - $25.73 $391,452 - $397,477	15,448 Added 27.82%	70,985 $1.83 Million
Q1 2019 Apr 09, 2019	BUY	$25.08 - $25.5 $12,138 - $12,342	484 Added 0.88%	55,537 $1.41 Million
Q4 2018 Jan 22, 2019	SELL	$24.6 - $25.11 $308,705 - $315,105	-12,549 Reduced 18.56%	55,053 $1.38 Million
Q3 2018 Nov 05, 2018	BUY	$24.79 - $25.11 $158,036 - $160,076	6,375 Added 10.41%	67,602 $1.68 Million
Q1 2018 Apr 26, 2018	BUY	$24.81 - $25.27 $1.23 Million - $1.25 Million	49,449 Added 419.84%	61,227 $1.52 Million
Q4 2017 Jan 31, 2018	BUY	$25.08 - $25.58 $295,392 - $301,281	11,778	11,778 $297,000

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