Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Cm Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 91,696 shares of IWD stock, worth $18.8 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares

91,696

Previous 92,069 0.41%

Holding current value

$18.8 Million

Previous $17.9 Million 4.4%

% of portfolio

5.2%

Previous 5.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$192.76 - $203.86 $71,899 - $76,039	-373 Reduced 0.41%	91,696 $18.7 Million
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $15.3 Million - $16.7 Million	88,082 Added 2209.23%	92,069 $17.5 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $14.9 Million - $15.8 Million	-88,082 Reduced 95.67%	3,987 $695,000
Q1 2024 May 13, 2024	BUY	$161.84 - $179.11 $14.3 Million - $15.8 Million	88,455 Added 2447.57%	92,069 $16.5 Million
Q2 2023 Aug 15, 2023	BUY	$148.55 - $157.83 $536,859 - $570,397	3,614 New	3,614 $570,000

Q4 2022 May 04, 2023	BUY	$136.78 - $158.99 $675,556 - $785,251	4,939 New	4,939 $749 Million
Q3 2022 May 11, 2023	BUY	$135.99 - $161.15 $671,654 - $795,919	4,939 New	4,939 $672 Million
Q2 2022 May 09, 2023	BUY	$140.99 - $168.41 $696,349 - $831,776	4,939 New	4,939 $716 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History