Cfm Wealth Partners LLC Ishares Trust Ishares 1 5 Year Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 7,042 shares of IGSB stock, worth $370,409. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,042

Previous 7,042 -0.0%

Holding current value

$370,409

Previous $361,000 0.28%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$50.95 - $51.48 $55,229 - $55,804	-1,084 Reduced 13.34%	7,042 $361,000
Q4 2023 Jan 11, 2024	SELL	$49.4 - $51.28 $296,400 - $307,680	-6,000 Reduced 42.47%	8,126 $416,000
Q1 2023 Apr 12, 2023	BUY	$49.56 - $50.75 $700,084 - $716,894	14,126 New	14,126 $713,000
Q1 2022 Apr 14, 2022	SELL	$51.49 - $53.86 $308 - $323	-6 Reduced 0.04%	14,126 $531,000
Q4 2021 Jan 21, 2022	BUY	$53.82 - $54.66 $70,342 - $71,440	1,307 Added 10.19%	14,132 $760,000
Q4 2020 Feb 10, 2021	BUY	$54.79 - $55.17 $51,776 - $52,135	945 Added 7.95%	12,825 $708,000
Q3 2020 Nov 10, 2020	BUY	$54.69 - $55.09 $228,604 - $230,276	4,180 Added 54.29%	11,880 $652,000
Q4 2019 Jan 30, 2020	BUY	$53.49 - $53.82 $411,873 - $414,414	7,700 New	7,700 $414,000

Others Institutions Holding IGSB

# of Institutions

956

Shares Held

310M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Cfm Wealth Partners LLC Ishares Trust Ishares 1 5 Year Transaction History