Cliftonlarsonallen Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 39,816 shares of IWM stock, worth $9.17 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
39,816
Previous 39,517
0.76%
Holding current value
$9.17 Million
Previous $8.02 Million
9.69%
% of portfolio
0.2%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding IWM
# of Institutions
2,662Shares Held
307MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.25 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.25 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.17 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.16 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.75 Billion6.48% of portfolio