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

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

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 21,025 shares of LDEM stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,025
Previous 17,567 19.68%
Holding current value
$1.07 Million
Previous $797,000 28.48%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$44.39 - $50.29 $153,500 - $173,902
3,458 Added 19.68%
21,025 $1.02 Million
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
37
Shares Held
593K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI EM LEADERS

LDEM Quotes by TradingView
  • Ticker LDEM
  • Sector ETFs
  • Industry ETFs
More about LDEM
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email