Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$102.12 - $107.97 $250,194 - $264,526	-2,450 Reduced 17.4%	11,631 $1.25 Million
Q3 2023 Oct 13, 2023	SELL	$103.4 - $107.7 $786,667 - $819,381	-7,608 Reduced 35.08%	14,081 $1.46 Million
Q2 2023 Jul 14, 2023	SELL	$107.1 - $111.15 $333,509 - $346,121	-3,114 Reduced 12.55%	21,689 $2.33 Million
Q1 2023 Apr 12, 2023	SELL	$106.24 - $110.25 $40.9 Million - $42.4 Million	-385,025 Reduced 93.95%	24,803 $2.73 Million
Q4 2022 Jan 19, 2023	BUY	$104.91 - $110.18 $43 Million - $45.2 Million	409,828 New	409,828 $0
Q2 2022 Jul 08, 2022	BUY	$113.44 - $123.09 $693,799 - $752,818	6,116 Added 1.68%	371,070 $42.3 Million
Q1 2022 Apr 27, 2022	BUY	$122.95 - $129.16 $1,721 - $1,808	14 Added 0.0%	364,954 $45.5 Million
Q4 2021 Jan 26, 2022	BUY	$127.7 - $130.86 $1.81 Million - $1.86 Million	14,177 Added 4.04%	364,940 $47.2 Million
Q3 2021 Nov 02, 2021	BUY	$127.3 - $130.61 $43.2 Million - $44.4 Million	339,612 Added 3045.57%	350,763 $44.8 Million
Q3 2021 Oct 14, 2021	SELL	$127.3 - $130.61 $39.4 Million - $40.4 Million	-309,351 Reduced 96.52%	11,151 $1.42 Million
Q2 2021 Jul 21, 2021	BUY	$125.2 - $128.01 $5.61 Million - $5.73 Million	44,784 Added 16.24%	320,502 $41 Million
Q1 2021 May 24, 2021	BUY	$124.29 - $128.12 $34.3 Million - $35.3 Million	275,718 New	275,718 $34.6 Million
Q1 2019 Apr 09, 2019	SELL	$109.53 - $113.07 $1.23 Million - $1.27 Million	-11,265 Closed	0 $0
Q4 2018 Jan 22, 2019	SELL	$108.28 - $110.37 $2,165 - $2,207	-20 Reduced 0.18%	11,265 $1.23 Million
Q3 2018 Nov 05, 2018	BUY	$110.43 - $113.01 $18,883 - $19,324	171 Added 1.54%	11,285 $1.25 Million
Q2 2018 Jul 23, 2018	BUY	$111.06 - $113.18 $107,283 - $109,331	966 Added 9.52%	11,114 $1.25 Million
Q1 2018 Apr 26, 2018	SELL	$111.39 - $113.94 $120,412 - $123,169	-1,081 Reduced 9.63%	10,148 $1.15 Million
Q4 2017 Jan 31, 2018	SELL	$112.97 - $114.3 $669,234 - $677,113	-5,924 Reduced 34.54%	11,229 $1.28 Million
Q3 2017 Nov 06, 2017	BUY	$113.58 - $115.22 $1.95 Million - $1.98 Million	17,153	17,153 $1.95 Million

Others Institutions Holding TIP

# of Institutions

1,091

Shares Held

107M

Call Options Held

312K

Put Options Held

185K

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