Cfm Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 1,199 shares of IWM stock, worth $266,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,199

Holding current value

$266,082

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$200.87 - $224.6 $240,843 - $269,295	1,199 New	1,199 $264,000
Q2 2024 Jul 18, 2024	BUY	$192.84 - $209.44 $231,215 - $251,118	1,199 New	1,199 $243,000
Q4 2023 Jan 11, 2024	BUY	$162.21 - $204.82 $165,291 - $208,711	1,019 New	1,019 $204,000
Q2 2022 Jul 12, 2022	SELL	$163.9 - $207.91 $179,798 - $228,077	-1,097 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$191.52 - $225.32 $9,192 - $10,815	48 Added 4.58%	1,097 $225,000
Q4 2021 Jan 21, 2022	SELL	$212.12 - $242.56 $28,211 - $32,260	-133 Reduced 11.25%	1,049 $236,000
Q2 2021 Jul 21, 2021	SELL	$211.85 - $232.89 $29,023 - $31,905	-137 Reduced 10.39%	1,182 $271,000
Q4 2020 Feb 10, 2021	BUY	$152.18 - $199.14 $200,725 - $262,665	1,319 New	1,319 $259,000
Q3 2020 Nov 10, 2020	SELL	$139.07 - $158.46 $183,433 - $209,008	-1,319 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $193,180 - $219,850	1,319 New	1,319 $224,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Cfm Wealth Partners LLC Ishares Russell 2000 ETF Transaction History