Cfm Wealth Partners LLC Ishares Russell 1000 Val ETF Transaction History

Cfm Wealth Partners LLC

  • $541 Million
  • Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 34,651 shares of IWD stock, worth $6.39 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
34,651
Previous 31,860 8.76%
Holding current value
$6.39 Million
Previous $5.71 Million 5.94%
% of portfolio
1.12%
Previous 1.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$169.4 - $179.05 $472,795 - $499,728
2,791 Added 8.76%
34,651 $6.05 Million
Q1 2024

Apr 15, 2024
SELL
$161.84 - $179.11 $30,425 - $33,672
-188 Reduced 0.59%
31,860 $5.71 Million
Q4 2023

Jan 11, 2024
BUY
$143.69 - $165.7 $981,115 - $1.13 Million
6,828 Added 27.07%
32,048 $5.3 Million
Q3 2023

Oct 11, 2023
BUY
$151.73 - $163.56 $1.01 Million - $1.09 Million
6,665 Added 35.92%
25,220 $3.83 Million
Q2 2023

Jul 14, 2023
SELL
$148.55 - $157.83 $191,183 - $203,127
-1,287 Reduced 6.49%
18,555 $2.93 Million
Q1 2023

Apr 12, 2023
BUY
$145.2 - $161.56 $2.56 Million - $2.84 Million
17,598 Added 784.22%
19,842 $3.02 Million
Q4 2022

Jan 19, 2023
BUY
$148.0 - $158.99 $2.6 Million - $2.8 Million
17,598 Added 784.22%
19,842 $3.01 Billion
Q4 2022

Jan 19, 2023
SELL
$148.0 - $158.99 $2.71 Million - $2.91 Million
-18,317 Reduced 89.09%
2,244 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-36 Reduced 0.17%
20,561 $2.8 Million
Q1 2022

Apr 14, 2022
BUY
N/A
9,068 Added 78.65%
20,597 $3.42 Million
Q4 2021

Jan 21, 2022
BUY
N/A
374 Added 3.35%
11,529 $1.94 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-627 Reduced 5.32%
11,155 $1.77 Million
Q1 2021

May 17, 2021
BUY
N/A
593 Added 5.3%
11,782 $1.79 Million
Q4 2020

Feb 10, 2021
BUY
N/A
558 Added 5.25%
11,189 $1.53 Million
Q3 2020

Nov 10, 2020
BUY
N/A
2,424 Added 29.54%
10,631 $1.26 Million
Q1 2020

May 12, 2020
BUY
N/A
237 Added 2.97%
8,207 $814,000
Q4 2019

Jan 30, 2020
BUY
N/A
7,970 New
7,970 $1.1 Million

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email