Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024
Number of Shares
26,107
Holding current value
$0
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
26,107 New
26,107 $0
Q2 2024

Jul 11, 2024
BUY
N/A
2,926 Added 18.55%
18,700 $0
Q1 2024

May 02, 2024
SELL
N/A
-3,473 Reduced 18.04%
15,774 $0
Q4 2023

Jan 16, 2024
BUY
N/A
19,247 New
19,247 $0
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