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

Cliftonlarsonallen Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$24.7 - $24.83 $1.54 Million - $1.55 Million	-62,533 Reduced 5.27%	1,123,630 $27.9 Million
Q2 2023 Jul 14, 2023	BUY	$24.71 - $24.81 $4.44 Million - $4.46 Million	179,853 Added 17.87%	1,186,163 $29.4 Million
Q1 2023 Apr 12, 2023	BUY	$24.67 - $24.81 $5.25 Million - $5.28 Million	212,618 Added 26.79%	1,006,310 $25 Million
Q4 2022 Jan 19, 2023	BUY	$24.66 - $24.75 $12.3 Million - $12.4 Million	500,664 Added 170.86%	793,692 $0
Q3 2022 Oct 12, 2022	BUY	$24.75 - $24.95 $3.55 Million - $3.58 Million	143,386 Added 95.82%	293,028 $7.26 Million

Q2 2022 Jul 08, 2022	BUY	$24.83 - $25.11 $3.72 Million - $3.76 Million	149,642 New	149,642 $3.73 Million

529K

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