Cliftonlarsonallen Wealth Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 39,533 shares of BGRN stock, worth $1.85 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,533
Previous 16,699 136.74%
Holding current value
$1.85 Million
Previous $778,000 139.85%
% of portfolio
0.03%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$46.26 - $47.48 $1.06 Million - $1.08 Million
22,834 Added 136.74%
39,533 $1.87 Million
Q4 2024

Jan 14, 2025
BUY
$46.52 - $48.32 $5,908 - $6,136
127 Added 0.77%
16,699 $778,000
Q3 2024

Oct 11, 2024
SELL
$46.29 - $48.52 $156,599 - $164,143
-3,383 Reduced 16.95%
16,572 $801,000
Q2 2024

Jul 11, 2024
BUY
$45.82 - $46.9 $49,348 - $50,511
1,077 Added 5.71%
19,955 $928,000
Q1 2024

May 02, 2024
SELL
$46.36 - $47.2 $5,099 - $5,192
-110 Reduced 0.58%
18,878 $885,000
Q4 2023

Jan 16, 2024
BUY
$44.21 - $47.36 $43,812 - $46,933
991 Added 5.51%
18,988 $896,000
Q3 2023

Oct 13, 2023
BUY
$44.99 - $46.74 $31,717 - $32,951
705 Added 4.08%
17,997 $812,000
Q2 2023

Jul 14, 2023
BUY
$46.21 - $47.42 $6,238 - $6,401
135 Added 0.79%
17,292 $804,000
Q1 2023

Apr 12, 2023
BUY
$45.84 - $47.62 $80,128 - $83,239
1,748 Added 11.34%
17,157 $807,000
Q4 2022

Jan 19, 2023
SELL
$44.42 - $47.05 $11,327 - $11,997
-255 Reduced 1.63%
15,409 $0
Q3 2022

Oct 12, 2022
BUY
$45.19 - $48.91 $87,668 - $94,885
1,940 Added 14.14%
15,664 $714,000
Q2 2022

Jul 08, 2022
SELL
$46.75 - $50.46 $10,051 - $10,848
-215 Reduced 1.54%
13,724 $655,000
Q1 2022

Apr 27, 2022
BUY
$49.9 - $54.04 $81,586 - $88,355
1,635 Added 13.29%
13,939 $705,000
Q4 2021

Jan 26, 2022
BUY
$54.2 - $55.52 $58,536 - $59,961
1,080 Added 9.62%
12,304 $668,000
Q3 2021

Nov 02, 2021
BUY
$54.75 - $56.03 $614,514 - $628,880
11,224 New
11,224 $616,000
Q3 2021

Oct 14, 2021
SELL
$54.75 - $56.03 $485,687 - $497,042
-8,871 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$53.99 - $54.92 $148,526 - $151,084
-2,751 Reduced 23.67%
8,871 $486,000
Q1 2021

May 24, 2021
BUY
$54.52 - $56.31 $633,631 - $654,434
11,622 New
11,622 $635,000

Others Institutions Holding BGRN

# of Institutions
127
Shares Held
7.09M
Call Options Held
1.2K
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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