Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 2,232,259 shares of IEFA stock, worth $162 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

2,232,259

Previous 2,278,179 2.02%

Holding current value

$162 Million

Previous $178 Million 11.77%

% of portfolio

3.04%

Previous 4.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$70.06 - $77.43 $3.22 Million - $3.56 Million	-45,920 Reduced 2.02%	2,232,259 $157 Million
Q3 2024 Oct 11, 2024	BUY	$70.09 - $78.74 $556,514 - $625,195	7,940 Added 0.35%	2,278,179 $178 Million
Q2 2024 Jul 11, 2024	SELL	$70.77 - $76.19 $2.01 Million - $2.16 Million	-28,347 Reduced 1.23%	2,270,239 $165 Million
Q1 2024 May 02, 2024	BUY	$68.14 - $74.43 $5.8 Million - $6.34 Million	85,151 Added 3.85%	2,298,586 $171 Million
Q4 2023 Jan 16, 2024	BUY	$61.3 - $70.47 $863,104 - $992,217	14,080 Added 0.64%	2,213,435 $156 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $308,928 - $335,653	4,824 Added 0.22%	2,199,355 $142 Million
Q2 2023 Jul 14, 2023	SELL	$66.03 - $69.1 $2.76 Million - $2.89 Million	-41,856 Reduced 1.87%	2,194,531 $148 Million
Q1 2023 Apr 12, 2023	SELL	$62.17 - $67.7 $2.35 Million - $2.56 Million	-37,766 Reduced 1.66%	2,236,387 $150 Million
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $4.77 Million - $5.79 Million	-91,044 Reduced 3.85%	2,274,153 $0
Q3 2022 Oct 12, 2022	BUY	$52.32 - $63.1 $6.41 Million - $7.73 Million	122,567 Added 5.47%	2,365,197 $125 Million
Q2 2022 Jul 08, 2022	BUY	$57.91 - $70.46 $4.02 Million - $4.89 Million	69,363 Added 3.19%	2,242,630 $132 Million
Q1 2022 Apr 27, 2022	BUY	$63.26 - $75.48 $30.3 Million - $36.2 Million	479,211 Added 28.29%	2,173,267 $151 Million
Q4 2021 Jan 26, 2022	BUY	$72.36 - $77.76 $4.06 Million - $4.37 Million	56,145 Added 3.43%	1,694,056 $126 Million
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $108 Million - $115 Million	1,475,361 Added 907.64%	1,637,911 $122 Million
Q3 2021 Oct 14, 2021	SELL	$72.98 - $78.2 $104 Million - $111 Million	-1,419,479 Reduced 89.73%	162,550 $12.1 Million
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $2.08 Million - $2.21 Million	28,413 Added 1.83%	1,582,029 $118 Million
Q1 2021 May 24, 2021	SELL	$68.58 - $73.12 $4.28 Million - $4.56 Million	-62,379 Reduced 3.86%	1,553,616 $112 Million
Q4 2020 Jan 14, 2021	SELL	$58.13 - $69.71 $1.38 Million - $1.66 Million	-23,742 Reduced 1.45%	1,615,995 $112 Million
Q3 2020 Oct 13, 2020	SELL	$57.43 - $62.28 $3.55 Million - $3.85 Million	-61,890 Reduced 3.64%	1,639,737 $98.8 Million
Q2 2020 Jul 16, 2020	SELL	$47.43 - $60.75 $1.55 Million - $1.99 Million	-32,712 Reduced 1.89%	1,701,627 $97.3 Million
Q4 2019 Jan 29, 2020	BUY	$59.36 - $65.51 $6.96 Million - $7.68 Million	117,247 Added 7.25%	1,734,339 $113 Million
Q3 2019 Oct 07, 2019	BUY	$57.44 - $62.42 $10.2 Million - $11.1 Million	177,126 Added 12.3%	1,617,092 $98.8 Million
Q2 2019 Jul 17, 2019	BUY	$59.39 - $62.73 $4.88 Million - $5.15 Million	82,136 Added 6.05%	1,439,966 $88.4 Million
Q1 2019 Apr 09, 2019	BUY	$54.44 - $61.46 $8.22 Million - $9.28 Million	150,925 Added 12.51%	1,357,830 $82.5 Million
Q4 2018 Jan 22, 2019	SELL	$53.06 - $64.19 $1.25 Million - $1.51 Million	-23,519 Reduced 1.91%	1,206,905 $66.4 Million
Q3 2018 Nov 05, 2018	BUY	$61.82 - $65.16 $5.63 Million - $5.94 Million	91,109 Added 8.0%	1,230,424 $78.8 Million
Q2 2018 Jul 23, 2018	BUY	$62.74 - $67.79 $1.56 Million - $1.69 Million	24,918 Added 2.24%	1,139,315 $72.2 Million
Q1 2018 Apr 26, 2018	BUY	$64.18 - $70.84 $3.24 Million - $3.57 Million	50,431 Added 4.74%	1,114,397 $73.4 Million
Q4 2017 Jan 31, 2018	BUY	$64.09 - $66.44 $1.43 Million - $1.48 Million	22,245 Added 2.14%	1,063,966 $70.3 Million
Q3 2017 Nov 06, 2017	BUY	$62.19 - $64.17 $64.8 Million - $66.8 Million	1,041,721	1,041,721 $66.8 Million

Others Institutions Holding IEFA

# of Institutions

2,029

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History