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

109

4.51M

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.