Ishares Tr fund shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $779k | 17k | 46.62 |
| 2024-09-30 | $801k | 17k | 48.34 |
| 2024-06-30 | $929k | 20k | 46.54 |
| 2024-03-31 | $885k | 19k | 46.89 |
| 2023-12-31 | $897k | 19k | 47.23 |
| 2023-09-30 | $812k | 18k | 45.13 |
| 2023-06-30 | $805k | 17k | 46.54 |
| 2023-03-31 | $808k | 17k | 47.09 |
| 2022-12-31 | $708k | 15k | 45.97 |
| 2022-09-30 | $714k | 16k | 45.58 |
| 2022-06-30 | $655k | 14k | 47.73 |
| 2022-03-31 | $705k | 14k | 50.58 |
| 2021-12-31 | $668k | 12k | 54.29 |
| 2021-09-30 | $616k | 11k | 54.88 |
| 2021-06-30 | $486k | 8.9k | 54.79 |
| 2021-03-31 | $635k | 12k | 54.64 |
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