Cfm Wealth Partners LLC Ishares Tr Russell 1000 ETF Transaction History

Cfm Wealth Partners LLC

$589 Million
Q4 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 7,135 shares of IWB stock, worth $2.37 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

7,135

Previous 8,458 15.64%

Holding current value

$2.37 Million

Previous $2.66 Million 13.58%

% of portfolio

0.39%

Previous 0.47%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$311.11 - $335.64 $411,598 - $444,051	-1,323 Reduced 15.64%	7,135 $2.3 Million
Q3 2024 Oct 23, 2024	SELL	$283.28 - $314.39 $186,681 - $207,183	-659 Reduced 7.23%	8,458 $2.66 Million
Q3 2024 Oct 15, 2024	BUY	$283.28 - $314.39 $114,445 - $127,013	404 Added 4.64%	9,117 $2.87 Million
Q2 2024 Jul 18, 2024	SELL	$272.21 - $298.72 $109,972 - $120,682	-404 Reduced 4.43%	8,713 $2.59 Million
Q1 2024 Apr 15, 2024	SELL	$257.46 - $288.1 $345,768 - $386,918	-1,343 Reduced 12.84%	9,117 $2.63 Million
Q4 2023 Jan 11, 2024	BUY	$225.16 - $263.17 $51,111 - $59,739	227 Added 2.22%	10,460 $2.74 Million
Q3 2023 Oct 11, 2023	SELL	$234.05 - $252.17 $57,810 - $62,285	-247 Reduced 2.36%	10,233 $2.4 Million
Q2 2023 Jul 14, 2023	SELL	$221.85 - $243.74 $3,105 - $3,412	-14 Reduced 0.13%	10,480 $2.55 Million
Q1 2023 Apr 12, 2023	BUY	$208.78 - $230.55 $541,157 - $597,585	2,592 Added 32.8%	10,494 $2.36 Million
Q4 2022 Jan 19, 2023	BUY	$196.94 - $224.49 $601,257 - $685,367	3,053 Added 38.64%	10,955 $2.31 Billion
Q4 2022 Jan 19, 2023	SELL	$196.94 - $224.49 $565,020 - $644,061	-2,869 Reduced 26.64%	7,902 $0
Q3 2022 Oct 17, 2022	BUY	$197.33 - $237.63 $20,916 - $25,188	106 Added 0.99%	10,771 $2.13 Million
Q2 2022 Jul 12, 2022	SELL	$201.03 - $253.2 $21,711 - $27,345	-108 Reduced 1.0%	10,665 $2.22 Million
Q1 2022 Apr 14, 2022	SELL	$230.48 - $266.11 $11,984 - $13,837	-52 Reduced 0.48%	10,773 $2.69 Million
Q4 2021 Jan 21, 2022	SELL	$241.33 - $266.02 $215,749 - $237,821	-894 Reduced 7.63%	10,825 $2.88 Million
Q3 2021 Oct 25, 2021	BUY	$239.32 - $255.42 $5,025 - $5,363	21 Added 0.18%	11,719 $2.83 Million
Q2 2021 Jul 21, 2021	SELL	$226.48 - $242.11 $226 - $242	-1 Reduced 0.01%	11,698 $2.83 Million
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $52,640 - $56,760	-252 Reduced 2.11%	11,699 $2.62 Million
Q4 2020 Feb 10, 2021	SELL	$182.85 - $211.84 $43,518 - $50,417	-238 Reduced 1.95%	11,951 $2.53 Million
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $13,304 - $15,356	-77 Reduced 0.63%	12,189 $2.28 Million
Q2 2020 Aug 14, 2020	SELL	$135.3 - $179.75 $197,808 - $262,794	-1,462 Reduced 10.65%	12,266 $2.11 Million
Q1 2020 May 12, 2020	SELL	$122.99 - $188.06 $18,325 - $28,020	-149 Reduced 1.07%	13,728 $1.94 Million
Q4 2019 Jan 30, 2020	BUY	$159.7 - $178.97 $2.22 Million - $2.48 Million	13,877 New	13,877 $2.55 Million

Others Institutions Holding IWB

# of Institutions

1,399

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Cfm Wealth Partners LLC Ishares Tr Russell 1000 ETF Transaction History