Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 08, 2022	SELL	$26.84 - $32.0 $218,075 - $260,000	-8,125 Reduced 21.12%	30,339 $824,000
Q1 2022 Apr 27, 2022	BUY	$29.99 - $33.33 $3,748 - $4,166	125 Added 0.33%	38,464 $1.22 Million
Q4 2021 Jan 26, 2022	SELL	$29.77 - $31.71 $131,791 - $140,380	-4,427 Reduced 10.35%	38,339 $1.2 Million
Q3 2021 Nov 02, 2021	BUY	$30.42 - $32.96 $1.3 Million - $1.41 Million	42,766 New	42,766 $1.3 Million
Q3 2021 Oct 14, 2021	SELL	$30.42 - $32.96 $1.3 Million - $1.41 Million	-42,766 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$24.08 - $29.73 $7,825 - $9,662	-325 Reduced 0.75%	42,766 $1.26 Million
Q3 2020 Oct 13, 2020	SELL	$24.68 - $26.95 $13,055 - $14,256	-529 Reduced 1.21%	43,091 $1.07 Million
Q2 2020 Jul 16, 2020	SELL	$21.21 - $27.95 $312,762 - $412,150	-14,746 Reduced 25.26%	43,620 $1.1 Million
Q4 2019 Jan 29, 2020	SELL	$29.79 - $33.61 $4,140 - $4,671	-139 Reduced 0.24%	58,366 $1.96 Million
Q3 2019 Oct 07, 2019	BUY	$30.41 - $31.26 $493,493 - $507,287	16,228 Added 38.38%	58,505 $1.8 Million
Q2 2019 Jul 17, 2019	BUY	N/A	326 Added 0.78%	42,277 $1.3 Million
Q1 2019 Apr 09, 2019	BUY	N/A	2,866 Added 7.33%	41,951 $1.3 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-200 Reduced 0.51%	39,085 $1.28 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-2,073 Reduced 5.01%	39,285 $1.26 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-1,044 Reduced 2.46%	41,358 $1.4 Million
Q3 2017 Nov 06, 2017	BUY	N/A	42,402	42,402 $1.43 Million

463

82.3M

24.7K

23.3K

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.