Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Number of Shares
21,500
Previous 62,223 65.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-40,723 Reduced 65.45%
21,500 $0
Q1 2025

Apr 16, 2025
BUY
N/A
36,116 Added 138.34%
62,223 $0
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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