Cliftonlarsonallen Wealth Advisors, LLC ISHARES TR Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	N/A	-111,529 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	N/A	111,529 New	111,529 $2.76 Million
Q3 2021 Oct 14, 2021	SELL	N/A	-115,930 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	N/A	-2,660 Reduced 2.24%	115,930 $2.87 Million
Q1 2021 May 24, 2021	SELL	N/A	-2,503 Reduced 2.07%	118,590 $2.95 Million
Q4 2020 Jan 14, 2021	BUY	N/A	15,278 Added 14.44%	121,093 $3.02 Million
Q3 2020 Oct 13, 2020	BUY	N/A	5,909 Added 5.91%	105,815 $2.65 Million
Q2 2020 Jul 16, 2020	BUY	N/A	30,938 Added 44.86%	99,906 $2.51 Million
Q4 2019 Jan 29, 2020	BUY	N/A	25,282 Added 57.87%	68,968 $1.72 Million
Q3 2019 Oct 07, 2019	BUY	N/A	12,991 Added 42.32%	43,686 $1.09 Million
Q2 2019 Jul 17, 2019	BUY	N/A	14,402 Added 88.39%	30,695 $765,000
Q1 2019 Apr 09, 2019	BUY	N/A	6,081 Added 59.55%	16,293 $403,000
Q4 2018 Jan 22, 2019	SELL	N/A	-9,338 Reduced 47.76%	10,212 $249,000
Q3 2018 Nov 05, 2018	BUY	N/A	233 Added 1.21%	19,550 $476,000
Q2 2018 Jul 23, 2018	BUY	N/A	5,323 Added 38.04%	19,317 $471,000
Q4 2017 Jan 31, 2018	BUY	N/A	13,994	13,994 $347,000

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