Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr International Divid Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$56.68 - $64.57 $4,761 - $5,423	-84 Reduced 0.75%	11,044 $713,000
Q3 2023 Oct 13, 2023	SELL	$59.28 - $63.83 $40,251 - $43,340	-679 Reduced 5.75%	11,128 $660,000
Q2 2023 Jul 14, 2023	SELL	$60.28 - $63.23 $78,002 - $81,819	-1,294 Reduced 9.88%	11,807 $732,000
Q1 2023 Apr 12, 2023	SELL	$57.5 - $62.1 $326,025 - $352,107	-5,670 Reduced 30.21%	13,101 $794,000
Q4 2022 Jan 19, 2023	SELL	$49.72 - $58.9 $419,636 - $497,116	-8,440 Reduced 31.02%	18,771 $0
Q3 2022 Oct 12, 2022	SELL	$50.21 - $59.27 $409,111 - $482,931	-8,148 Reduced 23.04%	27,211 $1.38 Million
Q2 2022 Jul 08, 2022	SELL	$56.25 - $66.24 $259,931 - $306,095	-4,621 Reduced 11.56%	35,359 $2.03 Million
Q1 2022 Apr 27, 2022	BUY	$62.09 - $68.65 $2.48 Million - $2.74 Million	39,980 New	39,980 $2.61 Million
Q4 2021 Jan 26, 2022	SELL	$64.57 - $68.3 $509,973 - $539,433	-7,898 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$65.27 - $69.18 $515,502 - $546,383	7,898 New	7,898 $516,000
Q3 2021 Oct 14, 2021	SELL	$65.27 - $69.18 $514,327 - $545,138	-7,880 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$65.51 - $69.69 $516,218 - $549,157	7,880 New	7,880 $531,000

183

9.53M

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

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