Cliftonlarsonallen Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$92.93 - $94.21 $28,715 - $29,110	-309 Reduced 2.78%	10,814 $1 Million
Q1 2024 May 02, 2024	SELL	$92.45 - $94.34 $154,391 - $157,547	-1,670 Reduced 13.05%	11,123 $1.05 Million
Q4 2023 Jan 16, 2024	SELL	$91.42 - $94.16 $285,778 - $294,344	-3,126 Reduced 19.64%	12,793 $1.19 Million
Q3 2023 Oct 13, 2023	SELL	$92.06 - $93.72 $140,759 - $143,297	-1,529 Reduced 8.76%	15,919 $1.47 Million
Q2 2023 Jul 14, 2023	SELL	$90.17 - $92.95 $77,185 - $79,565	-856 Reduced 4.68%	17,448 $1.62 Million
Q1 2023 Apr 12, 2023	SELL	$89.76 - $93.28 $50.1 Million - $52.1 Million	-558,670 Reduced 96.83%	18,304 $1.68 Million
Q4 2022 Jan 19, 2023	BUY	$87.8 - $92.1 $1.88 Million - $1.97 Million	21,428 Added 3.86%	576,974 $0
Q3 2022 Oct 12, 2022	BUY	$88.15 - $92.29 $6.47 Million - $6.77 Million	73,408 Added 15.23%	555,546 $49.3 Million
Q2 2022 Jul 08, 2022	BUY	$90.1 - $94.09 $1.68 Million - $1.76 Million	18,695 Added 4.03%	482,138 $43.5 Million
Q1 2022 Apr 27, 2022	BUY	$90.25 - $95.84 $41.8 Million - $44.4 Million	463,443 New	463,443 $43.3 Million
Q3 2021 Oct 14, 2021	SELL	$95.2 - $96.92 $1.9 Million - $1.93 Million	-19,933 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$95.36 - $96.62 $199,302 - $201,935	2,090 Added 11.71%	19,933 $1.92 Million
Q1 2021 May 24, 2021	SELL	$94.42 - $96.52 $306,109 - $312,917	-3,242 Reduced 15.38%	17,843 $1.72 Million
Q4 2020 Jan 14, 2021	BUY	$91.54 - $95.54 $1.93 Million - $2.01 Million	21,085 New	21,085 $2.01 Million

3.45M

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