Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 270,801 shares of IWY stock, worth $56.2 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
270,801
Previous 276,578
2.09%
Holding current value
$56.2 Million
Previous $54 Million
7.66%
% of portfolio
1.25%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$592 Million0.22% of portfolio