Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Esg Msci Em Leaders Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Esg Msci Em Leaders stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 17,567 shares of LDEM stock, worth $859,026. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,567

Previous 17,224 1.99%

Holding current value

$859,026

Previous $866,000 7.97%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$45.37 - $51.79 $15,561 - $17,763	343 Added 1.99%	17,567 $797,000
Q3 2024 Oct 11, 2024	SELL	$43.65 - $51.09 $115,236 - $134,877	-2,640 Reduced 13.29%	17,224 $866,000
Q2 2024 Jul 11, 2024	BUY	$42.1 - $47.34 $115,564 - $129,948	2,745 Added 16.03%	19,864 $896,000
Q1 2024 May 02, 2024	BUY	$41.08 - $44.58 $28,386 - $30,804	691 Added 4.21%	17,119 $750,000
Q4 2023 Jan 16, 2024	BUY	$40.81 - $44.39 $61,174 - $66,540	1,499 Added 10.04%	16,428 $722,000
Q3 2023 Oct 13, 2023	SELL	$42.28 - $47.55 $31,625 - $35,567	-748 Reduced 4.77%	14,929 $638,000
Q2 2023 Jul 14, 2023	BUY	$43.42 - $46.37 $4,645 - $4,961	107 Added 0.69%	15,677 $701,000
Q1 2023 Apr 12, 2023	BUY	$42.55 - $48.74 $62,463 - $71,550	1,468 Added 10.41%	15,570 $708,000
Q4 2022 Jan 19, 2023	SELL	$39.22 - $46.37 $33,572 - $39,692	-856 Reduced 5.72%	14,102 $0
Q3 2022 Oct 12, 2022	BUY	$40.75 - $47.96 $49,022 - $57,695	1,203 Added 8.75%	14,958 $610,000
Q2 2022 Jul 08, 2022	BUY	$46.65 - $55.87 $40,072 - $47,992	859 Added 6.66%	13,755 $653,000
Q1 2022 Apr 27, 2022	SELL	$49.07 - $60.49 $7,556 - $9,315	-154 Reduced 1.18%	12,896 $695,000
Q4 2021 Jan 26, 2022	BUY	$56.81 - $64.08 $17,554 - $19,800	309 Added 2.43%	13,050 $751,000
Q3 2021 Nov 02, 2021	BUY	$59.95 - $65.44 $763,822 - $833,771	12,741 New	12,741 $779,000
Q3 2021 Oct 14, 2021	SELL	$59.95 - $65.44 $644,582 - $703,610	-10,752 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$61.46 - $66.08 $660,817 - $710,492	10,752 New	10,752 $707,000

Others Institutions Holding LDEM

# of Institutions

Shares Held

686K

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI EM LEADERS

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Esg Msci Em Leaders Transaction History