Cfm Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 69,581 shares of IWR stock, worth $6.36 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

69,581

Previous 58,617 18.7%

Holding current value

$6.36 Million

Previous $5.17 Million 18.7%

% of portfolio

1.08%

Previous 1.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$79.92 - $88.19 $876,242 - $966,915	10,964 Added 18.7%	69,581 $6.13 Million
Q3 2024 Oct 15, 2024	SELL	$79.92 - $88.19 $686,832 - $757,904	-8,594 Reduced 12.79%	58,617 $5.17 Million
Q2 2024 Jul 18, 2024	BUY	$78.66 - $83.59 $676,004 - $718,372	8,594 Added 14.66%	67,211 $5.45 Million
Q1 2024 Apr 15, 2024	SELL	$75.37 - $84.09 $236,360 - $263,706	-3,136 Reduced 5.08%	58,617 $4.93 Million
Q3 2023 Oct 11, 2023	BUY	$68.54 - $75.91 $92,049 - $101,947	1,343 Added 2.22%	61,753 $4.28 Million
Q2 2023 Jul 14, 2023	SELL	$67.49 - $73.03 $43,126 - $46,666	-639 Reduced 1.05%	60,410 $4.41 Million
Q1 2023 Apr 12, 2023	BUY	$66.27 - $75.04 $4.05 Million - $4.58 Million	61,049 New	61,049 $4.27 Million
Q4 2022 Jan 19, 2023	SELL	$62.09 - $71.89 $5,339 - $6,182	-86 Reduced 0.14%	63,067 $4.25 Billion
Q3 2022 Oct 17, 2022	SELL	$62.15 - $74.82 $65,692 - $79,084	-1,057 Reduced 1.65%	63,153 $3.93 Million
Q2 2022 Jul 12, 2022	SELL	$62.75 - $78.76 $38,214 - $47,964	-609 Reduced 0.94%	64,210 $4.15 Million
Q1 2022 Apr 14, 2022	SELL	$72.29 - $82.89 $301,232 - $345,402	-4,167 Reduced 6.04%	64,819 $5.06 Million
Q4 2021 Jan 21, 2022	SELL	$78.41 - $85.28 $140,510 - $152,821	-1,792 Reduced 2.53%	68,986 $5.7 Million
Q3 2021 Oct 25, 2021	BUY	$76.44 - $82.59 $289,248 - $312,520	3,784 Added 5.65%	70,778 $5.54 Million
Q2 2021 Jul 21, 2021	BUY	$74.82 - $79.61 $15,412 - $16,399	206 Added 0.31%	66,994 $5.31 Million
Q1 2021 May 17, 2021	BUY	$67.45 - $75.68 $1.05 Million - $1.18 Million	15,564 Added 30.38%	66,788 $4.94 Million
Q4 2020 Feb 10, 2021	BUY	$57.75 - $68.61 $121,794 - $144,698	2,109 Added 4.29%	51,224 $3.51 Million
Q3 2020 Nov 10, 2020	BUY	$53.47 - $60.19 $83,199 - $93,655	1,556 Added 3.27%	49,115 $2.82 Million
Q2 2020 Aug 14, 2020	SELL	$40.64 - $57.63 $6,908 - $9,797	-170 Reduced 0.36%	47,559 $2.55 Million
Q1 2020 May 12, 2020	BUY	$36.81 - $61.96 $4,196 - $7,063	114 Added 0.24%	47,729 $2.06 Million
Q4 2019 Jan 30, 2020	BUY	$54.12 - $59.69 $2.58 Million - $2.84 Million	47,615 New	47,615 $2.91 Million

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

Cfm Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History