Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 13, 2020
SELL
N/A
-127,970 Closed
0 $0
Q2 2020

Jul 16, 2020
SELL
N/A
-3,669 Reduced 2.79%
127,970 $3.26 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-12,046 Reduced 8.38%
131,639 $3.36 Million
Q3 2019

Oct 07, 2019
BUY
N/A
5,985 Added 4.35%
143,685 $3.67 Million
Q2 2019

Jul 17, 2019
BUY
N/A
14,146 Added 11.45%
137,700 $3.52 Million
Q1 2019

Apr 09, 2019
BUY
N/A
9,734 Added 8.55%
123,554 $3.15 Million
Q4 2018

Jan 22, 2019
BUY
N/A
35,291 Added 44.94%
113,820 $2.89 Million
Q3 2018

Nov 05, 2018
BUY
N/A
11,070 Added 16.41%
78,529 $1.98 Million
Q2 2018

Jul 23, 2018
BUY
N/A
2,051 Added 3.14%
67,459 $1.71 Million
Q1 2018

Apr 26, 2018
BUY
N/A
50,423 Added 336.49%
65,408 $1.66 Million
Q4 2017

Jan 31, 2018
BUY
N/A
14,985
14,985 $380,000
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