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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$183.56 - $216.15 $1.06 Million - $1.25 Million
-5,777 Reduced 2.09%
270,801 $58.1 Million
Q1 2024

May 02, 2024
BUY
$170.38 - $196.82 $47.1 Million - $54.4 Million
276,578 New
276,578 $54 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-4,562 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
N/A
4,562 New
4,562 $696,000
Q3 2021

Oct 14, 2021
SELL
N/A
-4,562 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
4,562 New
4,562 $687,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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