Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 135,574 shares of HYG stock, worth $10.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
135,574
Previous 149,699 9.44%
Holding current value
$10.9 Million
Previous $12.1 Million 8.83%
% of portfolio
0.17%
Previous 0.2%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$79.85 - $81.32 $1.13 Million - $1.15 Million
-14,125 Reduced 9.44%
135,574 $11 Million
Q2 2025

Jul 18, 2025
SELL
$75.75 - $80.65 $1.95 Million - $2.08 Million
-25,735 Reduced 14.67%
149,699 $12.1 Million
Q1 2025

Apr 16, 2025
BUY
$78.51 - $80.11 $13.8 Million - $14.1 Million
175,434 New
175,434 $13.8 Million
Q4 2021

Jan 26, 2022
SELL
$85.37 - $87.5 $574,710 - $589,050
-6,732 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$86.98 - $88.14 $585,549 - $593,358
6,732 New
6,732 $589,000
Q3 2021

Oct 14, 2021
SELL
$86.98 - $88.14 $654,002 - $662,724
-7,519 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$86.61 - $88.04 $651,220 - $661,972
7,519 New
7,519 $662,000
Q2 2020

Jul 16, 2020
SELL
$73.55 - $84.56 $1.89 Million - $2.17 Million
-25,714 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$86.04 - $88.21 $8.37 Million - $8.58 Million
-97,266 Reduced 79.09%
25,714 $2.26 Million
Q3 2019

Oct 07, 2019
SELL
$85.49 - $87.52 $1.85 Million - $1.9 Million
-21,697 Reduced 15.0%
122,980 $10.7 Million
Q2 2019

Jul 17, 2019
BUY
$84.65 - $87.61 $229,655 - $237,685
2,713 Added 1.91%
144,677 $12.6 Million
Q1 2019

Apr 09, 2019
SELL
$80.99 - $86.47 $949,121 - $1.01 Million
-11,719 Reduced 7.63%
141,964 $12.3 Million
Q4 2018

Jan 22, 2019
SELL
$79.63 - $86.3 $982,713 - $1.07 Million
-12,341 Reduced 7.43%
153,683 $12.5 Million
Q3 2018

Nov 05, 2018
BUY
$84.78 - $86.44 $473,581 - $482,853
5,586 Added 3.48%
166,024 $14.4 Million
Q2 2018

Jul 23, 2018
SELL
$84.96 - $86.46 $387,672 - $394,516
-4,563 Reduced 2.77%
160,438 $13.7 Million
Q1 2018

Apr 26, 2018
BUY
$84.92 - $87.97 $1.46 Million - $1.52 Million
17,246 Added 11.67%
165,001 $14.1 Million
Q4 2017

Jan 31, 2018
SELL
$86.68 - $88.69 $1.25 Million - $1.28 Million
-14,413 Reduced 8.89%
147,755 $12.9 Million
Q3 2017

Nov 06, 2017
BUY
$87.79 - $88.76 $14.2 Million - $14.4 Million
162,168
162,168 $14.4 Million

Others Institutions Holding HYG

# of Institutions
1,188
Shares Held
277M
Call Options Held
123M
Put Options Held
598M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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