Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 4,122 shares of IYF stock, worth $462,612. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,122
Previous 4,122 -0.0%
Holding current value
$462,612
Previous $428,000 6.31%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 12, 2023
BUY
$68.23 - $82.05 $281,244 - $338,210
4,122 New
4,122 $293,000
Q1 2021

May 17, 2021
BUY
$65.2 - $76.35 $268,754 - $314,714
4,122 New
4,122 $309,000
Q1 2020

May 12, 2020
SELL
$41.18 - $71.71 $11,530 - $20,078
-280 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$62.23 - $68.93 $17,424 - $19,300
280 New
280 $39,000

Others Institutions Holding IYF

# of Institutions
460
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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