Ishares Tr msci usavalfct shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr msci usavalfct
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All positions including Ishares Tr msci usavalfct held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr msci usavalfct by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.1M | 21k | 101.16 |
2023-09-30 | $3.2M | 35k | 90.72 |
2023-06-30 | $4.4M | 47k | 93.79 |
2023-03-31 | $5.1M | 55k | 92.59 |
2022-12-31 | $106M | 1.2M | 91.14 |
2022-09-30 | $100M | 1.2M | 81.86 |
2022-06-30 | $91M | 1.0M | 90.52 |
2022-03-31 | $104M | 992k | 104.57 |
2021-12-31 | $151M | 1.4M | 109.47 |
2021-09-30 | $4.1M | 40k | 100.71 |
2021-06-30 | $120M | 1.1M | 105.06 |
2021-03-31 | $65M | 636k | 102.46 |
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