Cliftonlarsonallen Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 113,376 shares of ITOT stock, worth $15.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

113,376

Previous 120,555 5.95%

Holding current value

$15.8 Million

Previous $14.7 Million 4.09%

% of portfolio

0.26%

Previous 0.27%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$108.12 - $135.04 $776,193 - $969,452	-7,179 Reduced 5.95%	113,376 $15.3 Million
Q1 2025 Apr 16, 2025	SELL	$120.29 - $134.6 $1.55 Million - $1.74 Million	-12,901 Reduced 9.67%	120,555 $14.7 Million
Q4 2024 Jan 14, 2025	SELL	$124.26 - $134.12 $1.63 Million - $1.76 Million	-13,107 Reduced 8.94%	133,456 $17.2 Million
Q3 2024 Oct 11, 2024	SELL	$113.41 - $125.62 $297,814 - $329,878	-2,626 Reduced 1.76%	146,563 $18.4 Million
Q2 2024 Jul 11, 2024	SELL	$108.78 - $119.23 $602,314 - $660,176	-5,537 Reduced 3.58%	149,189 $17.7 Million
Q1 2024 May 02, 2024	BUY	$103.16 - $115.3 $111,825 - $124,985	1,084 Added 0.71%	154,726 $17.8 Million
Q4 2023 Jan 16, 2024	SELL	$90.04 - $105.69 $485,405 - $569,774	-5,391 Reduced 3.39%	153,642 $16.2 Million
Q3 2023 Oct 13, 2023	SELL	$93.72 - $101.39 $194,750 - $210,688	-2,078 Reduced 1.29%	159,033 $15 Million
Q2 2023 Jul 14, 2023	SELL	$89.03 - $97.84 $445,595 - $489,689	-5,005 Reduced 3.01%	161,111 $15.8 Million
Q1 2023 Apr 12, 2023	SELL	$84.12 - $93.15 $663,622 - $734,860	-7,889 Reduced 4.53%	166,116 $15 Million
Q4 2022 Jan 19, 2023	BUY	$79.44 - $90.48 $13.8 Million - $15.7 Million	174,005 New	174,005 $0
Q2 2022 Jul 08, 2022	SELL	$80.96 - $102.19 $325,216 - $410,497	-4,017 Reduced 2.22%	177,059 $14.8 Million
Q1 2022 Apr 27, 2022	SELL	$93.09 - $107.63 $1.89 Million - $2.18 Million	-20,267 Reduced 10.07%	181,076 $18.3 Million
Q4 2021 Jan 26, 2022	SELL	$98.24 - $107.61 $870,308 - $953,316	-8,859 Reduced 4.21%	201,343 $21.5 Million
Q3 2021 Nov 02, 2021	BUY	$97.33 - $103.96 $18 Million - $19.2 Million	184,685 Added 723.77%	210,202 $20.7 Million
Q3 2021 Oct 14, 2021	SELL	$97.33 - $103.96 $18.5 Million - $19.8 Million	-190,122 Reduced 88.17%	25,517 $2.51 Million
Q2 2021 Jul 21, 2021	SELL	$92.76 - $98.86 $683,455 - $728,400	-7,368 Reduced 3.3%	215,639 $21.3 Million
Q1 2021 May 24, 2021	SELL	$85.12 - $92.58 $2.09 Million - $2.28 Million	-24,575 Reduced 9.93%	223,007 $20.4 Million
Q4 2020 Jan 14, 2021	SELL	$74.05 - $86.22 $331,151 - $385,575	-4,472 Reduced 1.77%	247,582 $21.3 Million
Q3 2020 Oct 13, 2020	SELL	$69.81 - $80.47 $765,745 - $882,675	-10,969 Reduced 4.17%	252,054 $19 Million
Q2 2020 Jul 16, 2020	SELL	$54.49 - $72.8 $3.18 Million - $4.25 Million	-58,327 Reduced 18.15%	263,023 $18.3 Million
Q4 2019 Jan 29, 2020	SELL	$65.12 - $72.96 $5.99 Million - $6.71 Million	-91,971 Reduced 22.25%	321,350 $23.4 Million
Q3 2019 Oct 07, 2019	SELL	$64.37 - $68.57 $867,385 - $923,980	-13,475 Reduced 3.16%	413,321 $27.7 Million
Q2 2019 Jul 17, 2019	SELL	$62.47 - $67.06 $330,153 - $354,412	-5,285 Reduced 1.22%	426,796 $28.4 Million
Q1 2019 Apr 09, 2019	SELL	$55.45 - $64.92 $588,213 - $688,671	-10,608 Reduced 2.4%	432,081 $27.8 Million
Q4 2018 Jan 22, 2019	SELL	$53.25 - $66.76 $1.56 Million - $1.95 Million	-29,264 Reduced 6.2%	442,689 $25.1 Million
Q3 2018 Nov 05, 2018	SELL	$62.51 - $67.36 $1.24 Million - $1.33 Million	-19,776 Reduced 4.02%	471,953 $31.4 Million
Q2 2018 Jul 23, 2018	SELL	$59.06 - $64.29 $275,101 - $299,462	-4,658 Reduced 0.94%	491,729 $30.7 Million
Q1 2018 Apr 26, 2018	SELL	$58.94 - $65.4 $4.17 Million - $4.63 Million	-70,758 Reduced 12.48%	496,387 $30 Million
Q4 2017 Jan 31, 2018	BUY	$57.99 - $61.7 $1.64 Million - $1.74 Million	28,203 Added 5.23%	567,145 $34.7 Million
Q3 2017 Nov 06, 2017	BUY	$57.1 - $57.63 $30.8 Million - $31.1 Million	538,942	538,942 $31.1 Million

Others Institutions Holding ITOT

# of Institutions

1,615

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

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 Core S&P Total U.S. St Transaction History