Cliftonlarsonallen Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
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 69,358 shares of IWD stock, worth $12.8 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
69,358
Previous 69,787
0.61%
Holding current value
$12.8 Million
Previous $12.5 Million
3.19%
% of portfolio
0.26%
Previous 0.28%
Shares
27 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio