Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Cm Wealth Advisors LLC

$304 Million
Q3 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 5,486 shares of IWM stock, worth $1.31 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,486

Previous 3,150 74.16%

Holding current value

$1.31 Million

Previous $639,000 89.51%

% of portfolio

0.4%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $469,232 - $524,665	2,336 Added 74.16%	5,486 $1.21 Million
Q2 2024 Aug 14, 2024	SELL	$192.84 - $209.44 $14,848 - $16,126	-77 Reduced 2.39%	3,150 $639,000
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $25,200 - $27,969	133 Added 4.3%	3,227 $678,000
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $126,361 - $159,554	779 Added 33.65%	3,094 $620,000
Q3 2023 Nov 16, 2023	SELL	$174.36 - $198.71 $3.55 Million - $4.05 Million	-20,385 Reduced 89.8%	2,315 $409,000
Q2 2023 Aug 15, 2023	SELL	$170.4 - $187.93 $407,937 - $449,904	-2,394 Reduced 9.54%	22,700 $4.25 Million
Q1 2023 May 01, 2023	BUY	$170.25 - $198.32 $4.27 Million - $4.98 Million	25,094 New	25,094 $4.3 Million
Q4 2022 May 04, 2023	SELL	$166.81 - $188.05 $3.71 Million - $4.18 Million	-22,238 Reduced 88.62%	2,856 $498 Million
Q3 2022 May 11, 2023	SELL	$164.17 - $201.07 $3.65 Million - $4.47 Million	-22,238 Reduced 88.62%	2,856 $471 Million
Q2 2022 May 09, 2023	SELL	$163.9 - $207.91 $3.64 Million - $4.62 Million	-22,238 Reduced 88.62%	2,856 $484 Million

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History