Cm Wealth Advisors LLC Ishares S&P Smallcap 600 Value Transaction History

Cm Wealth Advisors LLC

  • $310 Million
  • Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 14,899 shares of IJS stock, worth $1.43 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
14,899
Previous 15,587 4.41%
Holding current value
$1.43 Million
Previous $1.69 Million 14.18%
% of portfolio
0.47%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$96.3 - $112.23 $66,254 - $77,214
-688 Reduced 4.41%
14,899 $1.45 Million
Q3 2024

Nov 12, 2024
BUY
$95.81 - $109.03 $1.25 Million - $1.43 Million
13,070 Added 519.27%
15,587 $1.68 Million
Q2 2024

Aug 14, 2024
SELL
$94.12 - $102.13 $1.55 Million - $1.68 Million
-16,424 Reduced 86.71%
2,517 $244,000
Q1 2024

May 13, 2024
BUY
$95.88 - $102.78 $1.57 Million - $1.69 Million
16,424 Added 652.52%
18,941 $1.95 Million
Q3 2023

Nov 16, 2023
SELL
$87.64 - $100.82 $12,094 - $13,913
-138 Reduced 5.2%
2,517 $224,000
Q2 2023

Aug 15, 2023
BUY
$87.59 - $95.56 $232,551 - $253,711
2,655 New
2,655 $252,000
Q4 2022

May 04, 2023
BUY
$84.57 - $97.98 $212,862 - $246,615
2,517 New
2,517 $230 Million
Q3 2022

May 11, 2023
BUY
$82.45 - $101.32 $220,636 - $271,132
2,676 New
2,676 $221 Million
Q2 2022

May 09, 2023
BUY
$86.2 - $103.37 $230,671 - $276,618
2,676 New
2,676 $238 Million

Others Institutions Holding IJS

# of Institutions
901
Shares Held
41.4M
Call Options Held
17.8K
Put Options Held
8.7K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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