Cliftonlarsonallen Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 26, 2022	SELL	$196.91 - $220.94 $1.17 Million - $1.31 Million	-5,919 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$196.16 - $208.81 $1.16 Million - $1.24 Million	5,919 New	5,919 $1.17 Million
Q3 2021 Oct 14, 2021	SELL	$196.16 - $208.81 $1.16 Million - $1.24 Million	-5,919 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$181.86 - $196.18 $1.08 Million - $1.16 Million	5,919 New	5,919 $1.16 Million
Q2 2020 Jul 16, 2020	SELL	$113.55 - $146.76 $1.26 Million - $1.62 Million	-11,064 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$127.66 - $144.69 $1.58 Million - $1.8 Million	-12,414 Reduced 52.88%	11,064 $1.59 Million
Q3 2019 Oct 07, 2019	SELL	$125.75 - $134.09 $464,897 - $495,730	-3,697 Reduced 13.6%	23,478 $3.09 Million
Q2 2019 Jul 17, 2019	SELL	$121.22 - $131.06 $24,486 - $26,474	-202 Reduced 0.74%	27,175 $3.52 Million
Q1 2019 Apr 09, 2019	SELL	$121.7 - $126.45 $2.36 Million - $2.45 Million	-19,363 Reduced 41.43%	27,377 $3.43 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-6,194 Reduced 11.7%	46,740 $5.21 Million
Q3 2018 Nov 05, 2018	BUY	N/A	9,018 Added 20.53%	52,934 $6.86 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-33,655 Reduced 43.39%	43,916 $5.25 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-13,019 Reduced 14.37%	77,571 $9 Million
Q4 2017 Jan 31, 2018	BUY	N/A	55,465 Added 157.91%	90,590 $10.7 Million
Q3 2017 Nov 06, 2017	BUY	N/A	35,125	35,125 $3.91 Million

839

35.9M

9.9K

26.4K

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