Cm Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Cm Wealth Advisors LLC

$210 Million
Q2 2024

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 24,377 shares of IWB stock, worth $7.6 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

24,377

Previous 62,532 61.02%

Holding current value

$7.6 Million

Previous $18 Million 59.73%

% of portfolio

3.46%

Previous 5.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$272.21 - $298.72 $10.4 Million - $11.4 Million	-38,155 Reduced 61.02%	24,377 $7.25 Million
Q1 2024 May 13, 2024	BUY	$257.46 - $288.1 $8.9 Million - $9.96 Million	34,561 Added 123.56%	62,532 $18 Million
Q3 2023 Nov 16, 2023	SELL	$234.05 - $252.17 $9.57 Million - $10.3 Million	-40,897 Reduced 59.38%	27,971 $6.57 Million
Q2 2023 Aug 15, 2023	BUY	$221.85 - $243.74 $15.3 Million - $16.8 Million	68,868 New	68,868 $16.8 Million
Q4 2022 May 04, 2023	BUY	$196.94 - $224.49 $5.42 Million - $6.18 Million	27,537 New	27,537 $5.8 Billion
Q3 2022 May 11, 2023	BUY	$197.33 - $237.63 $3.89 Million - $4.69 Million	19,730 New	19,730 $3.22 Billion
Q2 2022 May 09, 2023	BUY	$201.03 - $253.2 $1.98 Million - $2.5 Million	9,871 New	9,871 $2.05 Billion

Others Institutions Holding IWB

# of Institutions

1,339

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History