Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 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 16,989 shares of IEF stock, worth $1.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,989

Previous 23,779 28.55%

Holding current value

$1.59 Million

Previous $2.23 Million 25.16%

% of portfolio

0.04%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$92.67 - $99.14 $629,229 - $673,160	-6,790 Reduced 28.55%	16,989 $1.67 Million
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

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Barclays Transaction History