Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 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 12,080 shares of IYE stock, worth $567,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,080
Holding current value
$567,880
% of portfolio
0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$44.44 - $49.18 $536,835 - $594,094
12,080 New
12,080 $559,000
Q1 2023

Apr 12, 2023
BUY
$40.63 - $49.07 $415,604 - $501,937
10,229 New
10,229 $447,000
Q4 2021

Jan 26, 2022
SELL
$28.79 - $32.36 $258,217 - $290,236
-8,969 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$24.81 - $29.6 $222,520 - $265,482
8,969 New
8,969 $253,000
Q3 2021

Oct 14, 2021
SELL
$24.81 - $29.6 $222,520 - $265,482
-8,969 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$25.2 - $30.0 $226,018 - $269,070
8,969 New
8,969 $261,000
Q1 2021

May 24, 2021
SELL
$20.29 - $28.47 $217,265 - $304,856
-10,708 Closed
0 $0
Q4 2020

Jan 14, 2021
BUY
$14.89 - $22.07 $159,442 - $236,325
10,708 New
10,708 $217,000
Q2 2020

Jul 16, 2020
SELL
$14.58 - $24.77 $149,692 - $254,313
-10,267 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$29.95 - $32.92 $307,496 - $337,989
10,267 New
10,267 $330,000
Q1 2019

Apr 09, 2019
SELL
$31.51 - $36.65 $779,021 - $906,097
-24,723 Closed
0 $0
Q4 2018

Jan 22, 2019
BUY
$29.27 - $43.05 $723,642 - $1.06 Million
24,723 New
24,723 $770,000

Others Institutions Holding IYE

# of Institutions
315
Shares Held
14.2M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

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