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

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 26,826 shares of IWF stock, worth $10.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

26,826

Previous 27,679 3.08%

Holding current value

$10.9 Million

Previous $10.1 Million 0.2%

% of portfolio

0.23%

Previous 0.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$332.02 - $382.76 $283,213 - $326,494	-853 Reduced 3.08%	26,826 $10.1 Million
Q2 2024 Jul 11, 2024	SELL	$316.15 - $367.33 $212,768 - $247,213	-673 Reduced 2.37%	27,679 $10.1 Million
Q1 2024 May 02, 2024	SELL	$294.43 - $339.01 $589,448 - $678,698	-2,002 Reduced 6.6%	28,352 $9.56 Million
Q4 2023 Jan 16, 2024	SELL	$256.94 - $304.21 $197,586 - $233,937	-769 Reduced 2.47%	30,354 $9.2 Million
Q3 2023 Oct 13, 2023	SELL	$263.8 - $285.38 $271,186 - $293,370	-1,028 Reduced 3.2%	31,123 $8.28 Million
Q2 2023 Jul 14, 2023	SELL	$239.31 - $275.18 $566,925 - $651,901	-2,369 Reduced 6.86%	32,151 $8.85 Million
Q1 2023 Apr 12, 2023	BUY	$209.92 - $244.33 $1.08 Million - $1.26 Million	5,165 Added 17.59%	34,520 $8.43 Million
Q4 2022 Jan 19, 2023	BUY	$207.03 - $232.89 $6.08 Million - $6.84 Million	29,355 New	29,355 $0
Q2 2022 Jul 08, 2022	SELL	$209.9 - $283.21 $1.05 Million - $1.41 Million	-4,986 Reduced 13.72%	31,347 $6.86 Million
Q1 2022 Apr 27, 2022	SELL	$246.62 - $307.78 $359,571 - $448,743	-1,458 Reduced 3.86%	36,333 $10.1 Million
Q4 2021 Jan 26, 2022	SELL	$270.99 - $309.52 $45,255 - $51,689	-167 Reduced 0.44%	37,791 $11.5 Million
Q3 2021 Nov 02, 2021	BUY	$272.07 - $292.68 $5.7 Million - $6.14 Million	20,964 Added 123.36%	37,958 $10.4 Million
Q3 2021 Oct 14, 2021	SELL	$272.07 - $292.68 $5.91 Million - $6.35 Million	-21,704 Reduced 56.09%	16,994 $4.66 Million
Q2 2021 Jul 21, 2021	SELL	$244.58 - $272.16 $85,847 - $95,528	-351 Reduced 0.9%	38,698 $10.5 Million
Q1 2021 May 24, 2021	BUY	$230.04 - $254.69 $688,969 - $762,796	2,995 Added 8.31%	39,049 $9.49 Million
Q4 2020 Jan 14, 2021	SELL	$209.58 - $241.25 $97,245 - $111,940	-464 Reduced 1.27%	36,054 $8.69 Million
Q3 2020 Oct 13, 2020	SELL	$194.64 - $233.83 $280,865 - $337,416	-1,443 Reduced 3.8%	36,518 $7.92 Million
Q2 2020 Jul 16, 2020	SELL	$144.16 - $193.61 $427,578 - $574,247	-2,966 Reduced 7.25%	37,961 $7.29 Million
Q4 2019 Jan 29, 2020	BUY	$155.29 - $176.84 $553,142 - $629,904	3,562 Added 9.53%	40,927 $7.2 Million
Q3 2019 Oct 07, 2019	BUY	$158.47 - $162.55 $70,836 - $72,659	447 Added 1.21%	37,365 $5.97 Million
Q2 2019 Jul 17, 2019	BUY	N/A	347 Added 0.95%	36,918 $5.81 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-4,769 Reduced 11.54%	36,571 $5.54 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-1,382 Reduced 3.23%	41,340 $5.41 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-1,670 Reduced 3.76%	42,722 $6.66 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-300 Reduced 0.67%	44,392 $6.38 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,280 Reduced 2.78%	44,692 $6.08 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-6,731 Reduced 12.77%	45,972 $6.19 Million
Q3 2017 Nov 06, 2017	BUY	N/A	52,703	52,703 $6.59 Million

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Cliftonlarsonallen Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History