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 $60.9 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

251,227

Previous 266,109 5.59%

Holding current value

$60.9 Million

Previous $58.6 Million 0.94%

% of portfolio

1.15%

Previous 1.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

542

Shares Held

50.2M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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