Cliftonlarsonallen Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 16,769 shares of HDV stock, worth $2.03 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,769
Previous 16,854
0.5%
Holding current value
$2.03 Million
Previous $1.97 Million
4.0%
% of portfolio
0.03%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding HDV
# of Institutions
856Shares Held
42.6MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$545 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$399 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$334 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$172 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$155 Million0.03% of portfolio