Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

  • $541 Million
  • Q2 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 1,963 shares of IYJ stock, worth $262,060. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,963
Previous 1,963 -0.0%
Holding current value
$262,060
Previous $246,000 4.88%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
BUY
$95.31 - $114.66 $187,093 - $225,077
1,963 New
1,963 $224,000
Q2 2023

Jul 14, 2023
BUY
$96.6 - $106.04 $189,625 - $208,156
1,963 New
1,963 $208,000
Q2 2022

Jul 12, 2022
SELL
$86.15 - $105.81 $169,112 - $207,705
-1,963 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$93.24 - $105.87 $183,030 - $207,822
1,963 New
1,963 $207,000

Others Institutions Holding IYJ

# of Institutions
312
Shares Held
6.6M
Call Options Held
4.9K
Put Options Held
8.2K
View Full List

About ISHARES TR

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