Cliftonlarsonallen Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 284,657 shares of IJR stock, worth $33.9 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
284,657
Previous 300,185
5.17%
Holding current value
$33.9 Million
Previous $35.1 Million
6.58%
% of portfolio
0.64%
Previous 0.81%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,606Shares Held
501MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.33 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.69 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.12 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio