Cfm Wealth Partners LLC Ishares Trust Ishares 5 10 Yea Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$49.95 - $54.8 $191,708 - $210,322	-3,838 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$57.47 - $58.27 $220,569 - $223,640	3,838 New	3,838 $224,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.84 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$562 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$441 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$388 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$378 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

More about IGIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.