Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

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 187,654 shares of IWY stock, worth $46.1 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
187,654
Previous 204,727 8.34%
Holding current value
$46.1 Million
Previous $43.1 Million 7.35%
% of portfolio
0.78%
Previous 0.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$187.5 - $246.51 $3.2 Million - $4.21 Million
-17,073 Reduced 8.34%
187,654 $46.3 Million
Q1 2025

Apr 16, 2025
SELL
$210.19 - $243.33 $9.77 Million - $11.3 Million
-46,500 Reduced 18.51%
204,727 $43.1 Million
Q4 2024

Jan 14, 2025
SELL
$216.72 - $244.71 $3.23 Million - $3.64 Million
-14,882 Reduced 5.59%
251,227 $59.1 Million
Q3 2024

Oct 11, 2024
SELL
$194.66 - $225.97 $913,344 - $1.06 Million
-4,692 Reduced 1.73%
266,109 $58.6 Million
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
$150.99 - $175.61 $688,816 - $801,132
-4,562 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$151.1 - $163.27 $689,318 - $744,837
4,562 New
4,562 $696,000
Q3 2021

Oct 14, 2021
SELL
$151.1 - $163.27 $689,318 - $744,837
-4,562 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$136.12 - $150.82 $620,979 - $688,040
4,562 New
4,562 $687,000

Others Institutions Holding IWY

# of Institutions
602
Shares Held
52.5M
Call Options Held
4.7K
Put Options Held
6.5K
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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