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 $1.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,989
Previous 23,779 28.55%
Holding current value
$1.57 Million
Previous $2.23 Million 25.16%
% of portfolio
0.04%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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