Cliftonlarsonallen Wealth Advisors, LLC Spdr Bloomberg International C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$31.49 - $34.61 $5.91 Million - $6.49 Million	-187,633 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$34.08 - $35.54 $863,110 - $900,086	25,326 Added 15.6%	187,633 $6.49 Million
Q3 2021 Nov 02, 2021	BUY	$35.3 - $36.78 $5.73 Million - $5.97 Million	162,307 New	162,307 $5.73 Million
Q3 2021 Oct 14, 2021	SELL	$35.3 - $36.78 $5.27 Million - $5.49 Million	-149,153 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$36.09 - $37.27 $518,288 - $535,234	-14,361 Reduced 8.78%	149,153 $5.41 Million
Q1 2021 May 24, 2021	BUY	$35.77 - $38.08 $225,494 - $240,056	6,304 Added 4.01%	163,514 $5.86 Million
Q4 2020 Jan 14, 2021	BUY	$35.57 - $38.08 $145,374 - $155,632	4,087 Added 2.67%	157,210 $5.96 Million
Q3 2020 Oct 13, 2020	BUY	$33.74 - $36.27 $121,936 - $131,079	3,614 Added 2.42%	153,123 $5.45 Million
Q2 2020 Jul 16, 2020	BUY	$30.6 - $34.37 $107,008 - $120,191	3,497 Added 2.4%	149,509 $5.03 Million
Q4 2019 Jan 29, 2020	BUY	$33.29 - $34.16 $445,386 - $457,026	13,379 Added 10.09%	146,012 $4.99 Million
Q3 2019 Oct 07, 2019	BUY	$33.3 - $34.25 $754,877 - $776,413	22,669 Added 20.61%	132,633 $4.42 Million
Q2 2019 Jul 17, 2019	BUY	$32.94 - $34.34 $188,515 - $196,527	5,723 Added 5.49%	109,964 $3.76 Million
Q1 2019 Apr 09, 2019	SELL	$32.64 - $33.7 $876,645 - $905,114	-26,858 Reduced 20.49%	104,241 $3.46 Million
Q4 2018 Jan 22, 2019	BUY	$32.28 - $33.49 $998,678 - $1.04 Million	30,938 Added 30.89%	131,099 $4.32 Million
Q3 2018 Nov 05, 2018	BUY	$32.95 - $34.14 $223,763 - $231,844	6,791 Added 7.27%	100,161 $3.36 Million
Q2 2018 Jul 23, 2018	BUY	$33.42 - $36.3 $25,031 - $27,188	749 Added 0.81%	93,370 $3.16 Million
Q1 2018 Apr 26, 2018	BUY	$36.01 - $36.01 $293,085 - $293,085	8,139 Added 9.63%	92,621 $3.34 Million
Q4 2017 Jan 31, 2018	BUY	N/A	13,055 Added 18.28%	84,482 $2.99 Million
Q3 2017 Nov 06, 2017	BUY	N/A	71,427	71,427 $2.47 Million

Others Institutions Holding IBND

# of Institutions

Shares Held

3.54M

Call Options Held

Put Options Held

Checchi Capital Advisers, LLC Beverly Hills, CA

616K
Shares

$17.5 Million
1.06% of portfolio
Lodestar Private Asset Management LLC Alamo, CA

335K
Shares

$9.54 Million
1.24% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

199K
Shares

$5.67 Million
0.2% of portfolio
Morgan Stanley New York, NY

190K
Shares

$5.41 Million
0.0% of portfolio
Leuthold Group, LLC

182K
Shares

$5.18 Million
0.63% of portfolio

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