Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025
Number of Shares
125,777
Previous 83,819 50.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
BUY
N/A
41,958 Added 50.06%
125,777 $0
Q1 2025

Apr 16, 2025
BUY
N/A
12,809 Added 18.04%
83,819 $0
Q4 2024

Jan 14, 2025
BUY
N/A
71,010 New
71,010 $0
Q2 2024

Jul 11, 2024
SELL
N/A
-759 Reduced 3.79%
19,287 $0
Q1 2024

May 02, 2024
BUY
N/A
20,046 New
20,046 $0
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