Cm Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Cm Wealth Advisors LLC
- $299 Million
- Q4 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 $17.9 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
92,069
Previous 92,069
-0.0%
Holding current value
$17.9 Million
Previous $17.5 Million
2.46%
% of portfolio
5.7%
Previous 5.75%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio