Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,150 shares of IWM stock, worth $667,579. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,150
Previous 3,227
2.39%
Holding current value
$667,579
Previous $678,000
5.75%
% of portfolio
0.3%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding IWM
# of Institutions
2,543Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.2 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.75 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.39 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$3.87 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.25 Billion6.35% of portfolio