Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 10, 2020	SELL	$77.31 - $86.07 $15,462 - $17,214	-200 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$107.34 - $116.85 $21,468 - $23,370	200 New	200 $47,000

Others Institutions Holding ITA

# of Institutions

659

Shares Held

24M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.39 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$275 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$137 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$115 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$108 Million
0.02% of portfolio

About ISHARES TR

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