Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.39 Billion
Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,440,629 shares of PFF stock, worth $45.5 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

1,440,629

Previous 1,329,801 8.33%

Holding current value

$45.5 Million

Previous $41.5 Million 11.95%

% of portfolio

1.06%

Previous 1.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$31.12 - $32.54 $3.45 Million - $3.61 Million	110,828 Added 8.33%	1,440,629 $46.4 Million
Q4 2023 Jan 16, 2024	BUY	$28.34 - $31.4 $2.2 Million - $2.43 Million	77,512 Added 6.19%	1,329,801 $41.5 Million
Q3 2023 Oct 13, 2023	BUY	$29.99 - $31.22 $4.55 Million - $4.74 Million	151,719 Added 13.79%	1,252,289 $37.8 Million
Q2 2023 Jul 14, 2023	SELL	$29.33 - $31.46 $1.27 Million - $1.36 Million	-43,133 Reduced 3.77%	1,100,570 $34 Million
Q1 2023 Apr 12, 2023	BUY	$29.86 - $33.81 $6.81 Million - $7.71 Million	227,900 Added 24.89%	1,143,703 $35.7 Million

Q4 2022 Jan 19, 2023	BUY	$29.96 - $32.28 $27.4 Million - $29.6 Million	915,803 New	915,803 $0
Q2 2022 Jul 08, 2022	SELL	$32.02 - $36.26 $4.44 Million - $5.03 Million	-138,621 Reduced 11.82%	1,034,254 $34 Million
Q1 2022 Apr 27, 2022	BUY	$34.86 - $39.14 $3.93 Million - $4.42 Million	112,811 Added 10.64%	1,172,875 $42.7 Million
Q4 2021 Jan 26, 2022	BUY	$38.29 - $39.43 $9.09 Million - $9.36 Million	237,426 Added 28.86%	1,060,064 $41.8 Million
Q3 2021 Nov 02, 2021	BUY	$38.55 - $39.48 $31.1 Million - $31.8 Million	806,270 Added 4925.89%	822,638 $31.9 Million
Q3 2021 Oct 14, 2021	SELL	$38.55 - $39.48 $23.3 Million - $23.9 Million	-604,400 Reduced 97.36%	16,368 $635,000
Q2 2021 Jul 21, 2021	BUY	$37.96 - $39.34 $12.7 Million - $13.1 Million	333,705 Added 116.25%	620,768 $24.4 Million
Q1 2021 May 24, 2021	BUY	$37.15 - $38.46 $1.05 Million - $1.08 Million	28,208 Added 10.9%	287,063 $11 Million
Q4 2020 Jan 14, 2021	BUY	$36.13 - $38.51 $63,624 - $67,816	1,761 Added 0.68%	258,855 $9.97 Million
Q3 2020 Oct 13, 2020	BUY	$34.54 - $36.7 $1.8 Million - $1.91 Million	52,148 Added 25.44%	257,094 $9.37 Million
Q2 2020 Jul 16, 2020	SELL	$30.01 - $35.86 $153,831 - $183,818	-5,126 Reduced 2.44%	204,946 $7.1 Million
Q4 2019 Jan 29, 2020	BUY	$36.77 - $37.68 $2.99 Million - $3.06 Million	81,280 Added 63.11%	210,072 $7.9 Million
Q3 2019 Oct 07, 2019	BUY	$36.77 - $37.53 $1.08 Million - $1.1 Million	29,399 Added 29.58%	128,792 $4.83 Million
Q2 2019 Jul 17, 2019	BUY	$36.27 - $37.09 $2.39 Million - $2.45 Million	65,975 Added 197.42%	99,393 $3.66 Million
Q1 2019 Apr 09, 2019	SELL	$34.55 - $36.63 $3 Million - $3.18 Million	-86,757 Reduced 72.19%	33,418 $1.22 Million
Q4 2018 Jan 22, 2019	SELL	$33.41 - $36.68 $3.43 Million - $3.76 Million	-102,550 Reduced 46.04%	120,175 $4.11 Million
Q3 2018 Nov 05, 2018	SELL	$37.02 - $38.0 $2.42 Million - $2.48 Million	-65,371 Reduced 22.69%	222,725 $8.27 Million
Q2 2018 Jul 23, 2018	SELL	$36.91 - $37.71 $4.54 Million - $4.64 Million	-122,927 Reduced 29.91%	288,096 $10.9 Million
Q1 2018 Apr 26, 2018	SELL	$36.79 - $38.19 $3.68 Million - $3.82 Million	-99,969 Reduced 19.56%	411,023 $15.4 Million
Q4 2017 Jan 31, 2018	BUY	$38.07 - $38.65 $5.82 Million - $5.9 Million	152,747 Added 42.64%	510,992 $19.5 Million
Q3 2017 Nov 06, 2017	BUY	$38.8 - $38.86 $13.9 Million - $13.9 Million	358,245	358,245 $13.9 Million

Others Institutions Holding PFF

# of Institutions

1,103

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

View Full List

About ISHARES TRUST ISHARES PFD AND

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History