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

Cfm Wealth Partners LLC

$541 Million
Q2 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 10,793 shares of IVW stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,793

Previous 10,481 2.98%

Holding current value

$1.01 Million

Previous $885,000 12.77%

% of portfolio

0.18%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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