Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,987 shares of IWD stock, worth $756,174. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,987
Previous 92,069
95.67%
Holding current value
$756,174
Previous $16.5 Million
95.79%
% of portfolio
0.33%
Previous 4.67%
Shares
6 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio