Cfm Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 11,114 shares of IVW stock, worth $1.14 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,114
Previous 10,481 6.04%
Holding current value
$1.14 Million
Previous $1 Million 6.08%
% of portfolio
0.19%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$84.77 - $97.13 $53,659 - $61,483
633 Added 6.04%
11,114 $1.06 Million
Q3 2024

Oct 15, 2024
SELL
$84.77 - $97.13 $26,448 - $30,304
-312 Reduced 2.89%
10,481 $1 Million
Q2 2024

Jul 18, 2024
BUY
$79.31 - $93.31 $24,744 - $29,112
312 Added 2.98%
10,793 $998,000
Q1 2024

Apr 15, 2024
SELL
$72.87 - $85.14 $21,569 - $25,201
-296 Reduced 2.75%
10,481 $885,000
Q4 2023

Jan 11, 2024
BUY
$65.78 - $75.4 $16,576 - $19,000
252 Added 2.39%
10,777 $809,000
Q3 2023

Oct 11, 2023
SELL
$68.05 - $72.66 $38,448 - $41,052
-565 Reduced 5.09%
10,525 $720,000
Q2 2023

Jul 14, 2023
BUY
$63.21 - $70.48 $16,940 - $18,888
268 Added 2.48%
11,090 $781,000
Q1 2023

Apr 12, 2023
BUY
$57.25 - $63.89 $619,559 - $691,417
10,822 New
10,822 $691,000
Q4 2022

Jan 19, 2023
SELL
$56.73 - $63.56 $11,856 - $13,284
-209 Reduced 1.58%
12,988 $760 Million
Q3 2022

Oct 17, 2022
BUY
$57.85 - $71.43 $238,804 - $294,863
4,128 Added 45.52%
13,197 $763,000
Q2 2022

Jul 12, 2022
BUY
$58.13 - $77.8 $527,180 - $705,568
9,069 New
9,069 $547,000
Q3 2020

Nov 10, 2020
SELL
$52.42 - $62.43 $16,197 - $19,290
-309 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$39.5 - $52.48 $6,557 - $8,711
-166 Reduced 34.95%
309 $64,000
Q4 2019

Jan 30, 2020
BUY
$43.72 - $48.62 $20,767 - $23,094
475 New
475 $96,000

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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