Cm Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 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 29,687 shares of IWB stock, worth $9.65 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
29,687
Previous 24,377 21.78%
Holding current value
$9.65 Million
Previous $7.25 Million 28.68%
% of portfolio
3.07%
Previous 3.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$283.28 - $314.39 $1.5 Million - $1.67 Million
5,310 Added 21.78%
29,687 $9.33 Million
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
1,373
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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