Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,312 shares of IDV stock, worth $307,233. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,312
Holding current value
$307,233
% of portfolio
0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$27.62 - $30.64 $312,437 - $346,599
11,312 New
11,312 $341,000
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

Others Institutions Holding IDV

# of Institutions
480
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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