Cliftonlarsonallen Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,680 shares of IWR stock, worth $985,870. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,680
Previous 10,097 5.77%
Holding current value
$985,870
Previous $889,000 6.19%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$87.25 - $95.52 $50,866 - $55,688
583 Added 5.77%
10,680 $944,000
Q3 2024

Oct 11, 2024
BUY
$79.92 - $88.19 $2,637 - $2,910
33 Added 0.33%
10,097 $889,000
Q1 2024

May 02, 2024
SELL
$75.37 - $84.09 $235,455 - $262,697
-3,124 Reduced 23.69%
10,064 $846,000
Q4 2023

Jan 16, 2024
BUY
$64.84 - $78.27 $120,537 - $145,503
1,859 Added 16.41%
13,188 $1.03 Million
Q3 2023

Oct 13, 2023
SELL
$68.54 - $75.91 $7,676 - $8,501
-112 Reduced 0.98%
11,329 $784,000
Q2 2023

Jul 14, 2023
SELL
$67.49 - $73.03 $146,520 - $158,548
-2,171 Reduced 15.95%
11,441 $835,000
Q1 2023

Apr 12, 2023
SELL
$66.27 - $75.04 $573,500 - $649,396
-8,654 Reduced 38.87%
13,612 $951,000
Q4 2022

Jan 19, 2023
BUY
$62.09 - $71.89 $1.38 Million - $1.6 Million
22,266 New
22,266 $0
Q2 2022

Jul 08, 2022
BUY
$62.75 - $78.76 $85,465 - $107,271
1,362 Added 8.08%
18,209 $1.18 Million
Q1 2022

Apr 27, 2022
BUY
$72.29 - $82.89 $92,169 - $105,684
1,275 Added 8.19%
16,847 $1.32 Million
Q4 2021

Jan 26, 2022
SELL
$78.41 - $85.28 $27,600 - $30,018
-352 Reduced 2.21%
15,572 $1.29 Million
Q3 2021

Nov 02, 2021
BUY
$76.44 - $82.59 $1.22 Million - $1.32 Million
15,924 New
15,924 $1.25 Million
Q3 2021

Oct 14, 2021
SELL
$76.44 - $82.59 $1.24 Million - $1.33 Million
-16,163 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$74.82 - $79.61 $5,835 - $6,209
78 Added 0.48%
16,163 $1.28 Million
Q1 2021

May 24, 2021
SELL
$67.45 - $75.68 $7,284 - $8,173
-108 Reduced 0.67%
16,085 $1.19 Million
Q4 2020

Jan 14, 2021
SELL
$57.75 - $68.61 $11,203 - $13,310
-194 Reduced 1.18%
16,193 $1.11 Million
Q3 2020

Oct 13, 2020
SELL
$53.47 - $60.19 $106,458 - $119,838
-1,991 Reduced 10.83%
16,387 $940,000
Q2 2020

Jul 16, 2020
BUY
$40.64 - $57.63 $39,827 - $56,477
980 Added 5.63%
18,378 $985,000
Q4 2019

Jan 29, 2020
BUY
$54.12 - $59.69 $941,579 - $1.04 Million
17,398 New
17,398 $1.04 Million
Q1 2019

Apr 09, 2019
SELL
$45.53 - $54.18 $860,517 - $1.02 Million
-18,900 Closed
0 $0
Q4 2018

Jan 22, 2019
BUY
$43.7 - $54.95 $825,930 - $1.04 Million
18,900 New
18,900 $878,000

Others Institutions Holding IWR

# of Institutions
1,506
Shares Held
363M
Call Options Held
125K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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