Cliftonlarsonallen Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,459,489 shares of IVW stock, worth $142 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
1,459,489
Previous 1,475,631
1.09%
Holding current value
$142 Million
Previous $137 Million
2.34%
% of portfolio
3.23%
Previous 2.93%
Shares
28 transactions
Others Institutions Holding IVW
# of Institutions
1,762Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.76 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.62 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.23 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.86 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio