Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 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 251,227 shares of IWY stock, worth $54.5 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
251,227
Previous 266,109
5.59%
Holding current value
$54.5 Million
Previous $58.6 Million
0.94%
% of portfolio
1.15%
Previous 1.35%
Shares
8 transactions
Others Institutions Holding IWY
# of Institutions
616Shares Held
57.8MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.35 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.29 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.16 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.09 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$606 Million0.22% of portfolio