Cm Wealth Advisors LLC Ishares Tr Transaction History

Cm Wealth Advisors LLC

$310 Million
Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 11,139 shares of IEFA stock, worth $876,750. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,139

Previous 11,253 1.01%

Holding current value

$876,750

Previous $790,000 6.58%

% of portfolio

0.27%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$69.57 - $78.65 $7,930 - $8,966	-114 Reduced 1.01%	11,139 $842,000
Q4 2024 Feb 13, 2025	SELL	$70.06 - $77.43 $5,534 - $6,116	-79 Reduced 0.7%	11,253 $790,000
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $39,530 - $44,409	-564 Reduced 4.74%	11,332 $884,000
Q2 2024 Aug 14, 2024	SELL	$70.77 - $76.19 $911,588 - $981,403	-12,881 Reduced 51.99%	11,896 $864,000
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $819,519 - $895,169	12,027 Added 94.33%	24,777 $1.84 Million
Q4 2023 Feb 05, 2024	SELL	$61.3 - $70.47 $26,972 - $31,006	-440 Reduced 3.34%	12,750 $896,000
Q3 2023 Nov 16, 2023	BUY	$64.04 - $69.58 $844,687 - $917,760	13,190 New	13,190 $848,000
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $813,929 - $886,328	13,092 New	13,092 $890,000
Q3 2022 May 11, 2023	BUY	$52.32 - $63.1 $136,032 - $164,060	2,600 Added 19.86%	15,692 $826 Million
Q2 2022 May 09, 2023	BUY	$57.91 - $70.46 $150,566 - $183,195	2,600 Added 19.86%	15,692 $923 Million

Others Institutions Holding IEFA

# of Institutions

2,192

Shares Held

1.5B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Ishares Tr Transaction History