Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	N/A	-333,575 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	N/A	333,575 New	333,575 $8.53 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-370,614 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	N/A	189,284 Added 104.39%	370,614 $9.5 Million
Q1 2021 May 24, 2021	SELL	N/A	-27,904 Reduced 13.34%	181,330 $4.66 Million
Q4 2020 Jan 14, 2021	BUY	N/A	16,831 Added 8.75%	209,234 $5.39 Million
Q3 2020 Oct 13, 2020	BUY	N/A	25,344 Added 15.17%	192,403 $4.99 Million
Q2 2020 Jul 16, 2020	SELL	N/A	-46,760 Reduced 21.87%	167,059 $4.33 Million
Q4 2019 Jan 29, 2020	BUY	N/A	4,180 Added 1.99%	213,819 $5.51 Million
Q3 2019 Oct 07, 2019	BUY	N/A	59,872 Added 39.98%	209,639 $5.4 Million
Q2 2019 Jul 17, 2019	BUY	N/A	17,291 Added 13.05%	149,767 $3.86 Million
Q1 2019 Apr 09, 2019	BUY	N/A	31,201 Added 30.81%	132,476 $3.4 Million
Q4 2018 Jan 22, 2019	BUY	N/A	27,818 Added 37.87%	101,275 $2.58 Million
Q3 2018 Nov 05, 2018	BUY	N/A	11,368 Added 18.31%	73,457 $1.86 Million
Q2 2018 Jul 23, 2018	BUY	N/A	750 Added 1.22%	62,089 $1.58 Million
Q1 2018 Apr 26, 2018	BUY	N/A	46,422 Added 311.2%	61,339 $1.56 Million
Q4 2017 Jan 31, 2018	BUY	N/A	14,917	14,917 $379,000

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