Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 26, 2022	SELL	$58.91 - $60.23 $245,419 - $250,918	-4,166 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$60.06 - $61.16 $250,209 - $254,792	4,166 New	4,166 $250,000
Q3 2021 Oct 14, 2021	SELL	$60.06 - $61.16 $250,209 - $254,792	-4,166 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$59.11 - $60.52 $246,252 - $252,126	4,166 New	4,166 $252,000
Q2 2020 Jul 16, 2020	SELL	$54.37 - $60.39 $550,006 - $610,905	-10,116 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$57.47 - $58.27 $1.34 Million - $1.36 Million	-23,360 Reduced 69.78%	10,116 $587,000
Q3 2019 Oct 07, 2019	SELL	$56.54 - $58.42 $374,520 - $386,974	-6,624 Reduced 16.52%	33,476 $1.94 Million
Q2 2019 Jul 17, 2019	BUY	$54.67 - $56.95 $32,364 - $33,714	592 Added 1.5%	40,100 $2.28 Million
Q1 2019 Apr 09, 2019	SELL	$52.5 - $55.17 $8,505 - $8,937	-162 Reduced 0.41%	39,508 $2.18 Million
Q4 2018 Jan 22, 2019	SELL	$52.01 - $52.96 $278,565 - $283,653	-5,356 Reduced 11.9%	39,670 $2.08 Million
Q3 2018 Nov 05, 2018	BUY	$52.89 - $53.58 $571,635 - $579,092	10,808 Added 31.59%	45,026 $2.39 Million
Q2 2018 Jul 23, 2018	BUY	$52.87 - $53.52 $1.81 Million - $1.83 Million	34,218 New	34,218 $3.64 Million
Q1 2018 Apr 26, 2018	SELL	$53.35 - $54.55 $637,159 - $651,490	-11,943 Closed	0 $0
Q4 2017 Jan 31, 2018	SELL	$54.46 - $55.1 $175,306 - $177,366	-3,219 Reduced 21.23%	11,943 $1.3 Million
Q3 2017 Nov 06, 2017	BUY	$55.06 - $55.15 $834,819 - $836,184	15,162	15,162 $1.67 Million

652

216M

36.9K

400

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