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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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