Ishares Tr s^p aggr all shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 26k | 88.14 |
| 2025-06-30 | $2.3M | 27k | 83.40 |
| 2025-03-31 | $2.1M | 28k | 76.50 |
| 2024-12-31 | $2.1M | 27k | 76.61 |
| 2024-09-30 | $2.1M | 27k | 78.91 |
| 2024-06-30 | $2.0M | 27k | 74.78 |
| 2024-03-31 | $1.9M | 27k | 73.46 |
| 2023-12-31 | $1.9M | 28k | 69.05 |
| 2023-09-30 | $1.8M | 28k | 63.49 |
| 2023-06-30 | $1.9M | 29k | 66.34 |
| 2023-03-31 | $1.7M | 27k | 63.59 |
| 2022-12-31 | $1.5M | 25k | 59.75 |
| 2022-09-30 | $1.3M | 24k | 55.47 |
| 2022-06-30 | $1.4M | 24k | 59.90 |
| 2022-03-31 | $1.2M | 18k | 68.92 |
| 2021-12-31 | $766k | 11k | 72.83 |
| 2021-09-30 | $601k | 8.6k | 69.82 |
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