Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 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 4,621 shares of IYR stock, worth $463,763. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,621

Previous 7,608 39.26%

Holding current value

$463,763

Previous $775,000 39.35%

% of portfolio

0.08%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$86.93 - $103.61 $259,659 - $309,483	-2,987 Reduced 39.26%	4,621 $470,000
Q3 2024 Oct 15, 2024	BUY	$86.93 - $103.61 $259,659 - $309,483	2,987 Added 64.64%	7,608 $775,000
Q2 2024 Jul 18, 2024	SELL	$81.6 - $89.23 $243,739 - $266,530	-2,987 Reduced 39.26%	4,621 $405,000
Q1 2024 Apr 15, 2024	SELL	$85.32 - $92.22 $147,177 - $159,079	-1,725 Reduced 18.48%	7,608 $683,000
Q4 2023 Jan 11, 2024	BUY	$73.28 - $92.46 $683,922 - $862,929	9,333 New	9,333 $853,000
Q2 2022 Jul 12, 2022	SELL	$86.95 - $112.38 $178,508 - $230,716	-2,053 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$99.21 - $115.26 $2,877 - $3,342	-29 Reduced 1.39%	2,053 $222,000
Q2 2021 Jul 21, 2021	BUY	$93.58 - $104.97 $194,833 - $218,547	2,082 New	2,082 $212,000
Q3 2020 Nov 10, 2020	SELL	$76.71 - $84.15 $193,385 - $212,142	-2,521 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$57.84 - $100.28 $28,572 - $49,538	-494 Reduced 16.38%	2,521 $175,000
Q4 2019 Jan 30, 2020	BUY	$89.52 - $95.36 $269,902 - $287,510	3,015 New	3,015 $287,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Cfm Wealth Partners LLC Ishares Tr Transaction History