Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.66 Billion
Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 23,779 shares of IEF stock, worth $2.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

23,779

Previous 23,808 0.12%

Holding current value

$2.35 Million

Previous $2.25 Million 1.2%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$91.24 - $94.6 $2,645 - $2,743	-29 Reduced 0.12%	23,779 $2.23 Million
Q1 2024 May 02, 2024	SELL	$93.54 - $96.82 $10,008 - $10,359	-107 Reduced 0.45%	23,808 $2.25 Million
Q4 2023 Jan 16, 2024	SELL	$88.95 - $97.0 $72,761 - $79,346	-818 Reduced 3.31%	23,915 $2.31 Million
Q3 2023 Oct 13, 2023	SELL	$91.32 - $97.13 $46,207 - $49,147	-506 Reduced 2.0%	24,733 $2.27 Million
Q2 2023 Jul 14, 2023	BUY	$96.39 - $100.48 $1.47 Million - $1.53 Million	15,204 Added 151.51%	25,239 $2.44 Million
Q1 2023 Apr 12, 2023	SELL	$94.41 - $100.02 $214,971 - $227,745	-2,277 Reduced 18.49%	10,035 $994,000
Q4 2022 Jan 19, 2023	BUY	$92.93 - $99.14 $1.14 Million - $1.22 Million	12,312 New	12,312 $0
Q2 2022 Jul 08, 2022	SELL	$98.15 - $106.65 $78,421 - $85,213	-799 Reduced 4.13%	18,547 $1.9 Million
Q1 2022 Apr 27, 2022	BUY	$106.08 - $113.93 $686,761 - $737,582	6,474 Added 50.3%	19,346 $2.08 Million
Q4 2021 Jan 26, 2022	BUY	$113.55 - $116.36 $801,776 - $821,617	7,061 Added 121.51%	12,872 $1.48 Million
Q3 2021 Nov 02, 2021	BUY	$114.96 - $118.18 $668,032 - $686,743	5,811 New	5,811 $670,000
Q3 2021 Oct 14, 2021	SELL	$114.96 - $118.18 $727,926 - $748,315	-6,332 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$113.04 - $115.78 $715,769 - $733,118	6,332 New	6,332 $731,000
Q2 2020 Jul 16, 2020	SELL	$119.77 - $122.41 $2.1 Million - $2.15 Million	-17,537 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$110.18 - $113.81 $1.93 Million - $2 Million	17,537 New	17,537 $1.93 Million
Q3 2018 Nov 05, 2018	SELL	$100.79 - $102.89 $4.29 Million - $4.38 Million	-42,562 Closed	0 $0
Q2 2018 Jul 23, 2018	SELL	$100.36 - $103.12 $186,970 - $192,112	-1,863 Reduced 4.19%	42,562 $4.36 Million
Q1 2018 Apr 26, 2018	BUY	$101.6 - $105.33 $242,620 - $251,528	2,388 Added 5.68%	44,425 $4.58 Million
Q4 2017 Jan 31, 2018	BUY	$105.0 - $106.86 $130,095 - $132,399	1,239 Added 3.04%	42,037 $4.44 Million
Q3 2017 Nov 06, 2017	BUY	$106.52 - $107.22 $4.35 Million - $4.37 Million	40,798	40,798 $4.35 Million

Others Institutions Holding IEF

# of Institutions

999

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

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

News

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

Account

Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays Transaction History