Cm Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 22,607 shares of IJR stock, worth $2.62 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
22,607
Previous 18,040
25.32%
Holding current value
$2.62 Million
Previous $1.92 Million
37.42%
% of portfolio
0.87%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio