Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 7,186 shares of IWM stock, worth $1.71 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,186
Previous 5,131 40.05%
Holding current value
$1.71 Million
Previous $1.11 Million 57.0%
% of portfolio
0.48%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$214.92 - $244.84 $441,660 - $503,146
2,055 Added 40.05%
7,186 $1.74 Million
Q2 2025

Aug 06, 2025
SELL
$174.82 - $215.79 $69,928 - $86,316
-400 Reduced 7.23%
5,131 $1.11 Million
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $9,725 - $10,908
45 Added 0.82%
5,531 $1.22 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $469,232 - $524,665
2,336 Added 74.16%
5,486 $1.21 Million
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $14,848 - $16,126
-77 Reduced 2.39%
3,150 $639,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $25,200 - $27,969
133 Added 4.3%
3,227 $678,000
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $126,361 - $159,554
779 Added 33.65%
3,094 $620,000
Q3 2023

Nov 16, 2023
SELL
$174.36 - $198.71 $3.55 Million - $4.05 Million
-20,385 Reduced 89.8%
2,315 $409,000
Q2 2023

Aug 15, 2023
SELL
$170.4 - $187.93 $407,937 - $449,904
-2,394 Reduced 9.54%
22,700 $4.25 Million
Q1 2023

May 01, 2023
BUY
$170.25 - $198.32 $4.27 Million - $4.98 Million
25,094 New
25,094 $4.3 Million
Q4 2022

May 04, 2023
SELL
$166.81 - $188.05 $3.71 Million - $4.18 Million
-22,238 Reduced 88.62%
2,856 $498 Million
Q3 2022

May 11, 2023
SELL
$164.17 - $201.07 $3.65 Million - $4.47 Million
-22,238 Reduced 88.62%
2,856 $471 Million
Q2 2022

May 09, 2023
SELL
$163.9 - $207.91 $3.64 Million - $4.62 Million
-22,238 Reduced 88.62%
2,856 $484 Million

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

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