Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Cm Wealth Advisors LLC

  • $353 Million
  • Q1 2024

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 92,069 shares of IWD stock, worth $16 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
92,069
Previous 3,614 2447.57%
Holding current value
$16 Million
Previous $597,000 2662.14%
% of portfolio
4.67%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$148.0 - $158.99 $730,972 - $785,251
4,939 New
4,939 $749 Million
Q3 2022

May 11, 2023
BUY
N/A
4,939 New
4,939 $672 Million
Q2 2022

May 09, 2023
BUY
N/A
4,939 New
4,939 $716 Million

Others Institutions Holding IWD

# of Institutions
1,637
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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