Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 08, 2022	SELL	$109.96 - $110.28 $2,858 - $2,867	-26 Reduced 0.19%	13,597 $1.5 Million
Q1 2022 Apr 27, 2022	BUY	$110.22 - $110.4 $292,964 - $293,443	2,658 Added 24.24%	13,623 $1.5 Million
Q4 2021 Jan 26, 2022	BUY	$110.39 - $110.47 $35,655 - $35,681	323 Added 3.04%	10,965 $1.21 Million
Q3 2021 Nov 02, 2021	BUY	$110.46 - $110.49 $1.18 Million - $1.18 Million	10,642 New	10,642 $1.18 Million
Q3 2021 Oct 14, 2021	SELL	$110.46 - $110.49 $1.2 Million - $1.2 Million	-10,871 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$110.48 - $110.53 $5,965 - $5,968	54 Added 0.5%	10,871 $1.2 Million
Q1 2021 May 24, 2021	SELL	$110.51 - $110.53 $67,521 - $67,533	-611 Reduced 5.35%	10,817 $1.2 Million
Q4 2020 Jan 14, 2021	BUY	$110.51 - $110.7 $63,653 - $63,763	576 Added 5.31%	11,428 $1.26 Million
Q3 2020 Oct 13, 2020	BUY	$110.7 - $110.74 $1.2 Million - $1.2 Million	10,852 New	10,852 $1.2 Million
Q2 2020 Jul 16, 2020	SELL	$110.71 - $110.94 $1.55 Million - $1.56 Million	-14,041 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$110.39 - $110.72 $111,052 - $111,384	1,006 Added 7.72%	14,041 $1.55 Million
Q3 2019 Oct 07, 2019	BUY	$110.45 - $110.67 $1.44 Million - $1.44 Million	13,035 New	13,035 $1.44 Million

725

103M

3.8K

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