Cm Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 2,528 shares of IWV stock, worth $790,834. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,528
Previous 2,089
21.01%
Holding current value
$790,834
Previous $626,000
24.6%
% of portfolio
0.37%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding IWV
# of Institutions
831Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.07MShares$648 Million13.22% of portfolio
-
Morgan Stanley New York, NY1.22MShares$380 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$337 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$323 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$292 Million0.03% of portfolio