Cliftonlarsonallen Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 146,563 shares of ITOT stock, worth $18.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
146,563
Previous 149,189
1.76%
Holding current value
$18.7 Million
Previous $17.7 Million
3.9%
% of portfolio
0.43%
Previous 0.38%
Shares
28 transactions
Others Institutions Holding ITOT
# of Institutions
1,345Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.23 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.13 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.58 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.13 Billion0.38% of portfolio