Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

  • $495 Million
  • Q1 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 7,608 shares of IYR stock, worth $665,471. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,608
Previous 9,333 18.48%
Holding current value
$665,471
Previous $853,000 19.93%
% of portfolio
0.14%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,053 Closed
0 $0
Q1 2022

Apr 14, 2022
SELL
N/A
-29 Reduced 1.39%
2,053 $222,000
Q2 2021

Jul 21, 2021
BUY
N/A
2,082 New
2,082 $212,000
Q3 2020

Nov 10, 2020
SELL
N/A
-2,521 Closed
0 $0
Q1 2020

May 12, 2020
SELL
N/A
-494 Reduced 16.38%
2,521 $175,000
Q4 2019

Jan 30, 2020
BUY
N/A
3,015 New
3,015 $287,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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