Cliftonlarsonallen Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 57,958 shares of IWD stock, worth $11.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
57,958
Previous 61,203 5.3%
Holding current value
$11.5 Million
Previous $11.4 Million 1.25%
% of portfolio
0.19%
Previous 0.21%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$166.82 - $194.23 $541,330 - $630,276
-3,245 Reduced 5.3%
57,958 $11.3 Million
Q1 2025

Apr 16, 2025
SELL
$182.82 - $196.21 $599,101 - $642,980
-3,277 Reduced 5.08%
61,203 $11.4 Million
Q4 2024

Jan 14, 2025
SELL
$183.23 - $199.79 $776,345 - $846,510
-4,237 Reduced 6.17%
64,480 $11.9 Million
Q3 2024

Oct 11, 2024
SELL
$173.36 - $189.8 $111,123 - $121,661
-641 Reduced 0.92%
68,717 $13 Million
Q2 2024

Jul 11, 2024
SELL
$169.4 - $179.05 $72,672 - $76,812
-429 Reduced 0.61%
69,358 $12.1 Million
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $123,160 - $136,302
-761 Reduced 1.08%
69,787 $12.5 Million
Q4 2023

Jan 16, 2024
SELL
$143.69 - $165.7 $233,927 - $269,759
-1,628 Reduced 2.26%
70,548 $11.7 Million
Q3 2023

Oct 13, 2023
SELL
$151.73 - $163.56 $134,432 - $144,914
-886 Reduced 1.21%
72,176 $11 Million
Q2 2023

Jul 14, 2023
SELL
$148.55 - $157.83 $49,021 - $52,083
-330 Reduced 0.45%
73,062 $11.5 Million
Q1 2023

Apr 12, 2023
BUY
$145.2 - $161.56 $565,699 - $629,437
3,896 Added 5.61%
73,392 $11.2 Million
Q4 2022

Jan 19, 2023
BUY
$136.78 - $158.99 $9.51 Million - $11 Million
69,496 New
69,496 $0
Q2 2022

Jul 08, 2022
SELL
$140.99 - $168.41 $1.17 Million - $1.39 Million
-8,278 Reduced 9.91%
75,247 $10.9 Million
Q1 2022

Apr 27, 2022
SELL
$157.15 - $170.51 $420,847 - $456,625
-2,678 Reduced 3.11%
83,525 $13.9 Million
Q4 2021

Jan 26, 2022
SELL
$157.12 - $168.08 $83,273 - $89,082
-530 Reduced 0.61%
86,203 $14.5 Million
Q3 2021

Nov 02, 2021
BUY
$154.62 - $164.07 $11.6 Million - $12.3 Million
74,825 Added 628.36%
86,733 $13.6 Million
Q3 2021

Oct 14, 2021
SELL
$154.62 - $164.07 $11.5 Million - $12.2 Million
-74,616 Reduced 86.24%
11,908 $1.86 Million
Q2 2021

Jul 21, 2021
SELL
$152.86 - $162.4 $294,102 - $312,457
-1,924 Reduced 2.18%
86,524 $13.7 Million
Q1 2021

May 24, 2021
BUY
$134.89 - $153.0 $6.99 Million - $7.93 Million
51,830 Added 141.54%
88,448 $13.4 Million
Q4 2020

Jan 14, 2021
BUY
$115.84 - $136.73 $168,547 - $198,942
1,455 Added 4.14%
36,618 $5.01 Million
Q3 2020

Oct 13, 2020
SELL
$111.27 - $124.26 $53,743 - $60,017
-483 Reduced 1.35%
35,163 $4.15 Million
Q2 2020

Jul 16, 2020
SELL
$94.52 - $125.14 $29,395 - $38,918
-311 Reduced 0.86%
35,646 $4.01 Million
Q4 2019

Jan 29, 2020
BUY
$123.85 - $136.67 $53,750 - $59,314
434 Added 1.22%
35,957 $4.91 Million
Q3 2019

Oct 07, 2019
SELL
$127.92 - $130.25 $166,168 - $169,194
-1,299 Reduced 3.53%
35,523 $4.56 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-628 Reduced 1.68%
36,822 $4.68 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-1,696 Reduced 4.33%
37,450 $4.63 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-2,135 Reduced 5.17%
39,146 $4.35 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-2,838 Reduced 6.43%
41,281 $5.23 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-159 Reduced 0.36%
44,119 $5.36 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-1,286 Reduced 2.82%
44,278 $5.31 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-5,187 Reduced 10.22%
45,564 $5.67 Million
Q3 2017

Nov 06, 2017
BUY
N/A
50,751
50,751 $6.01 Million

Others Institutions Holding IWD

# of Institutions
1,922
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email