Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Cm Wealth Advisors LLC
- $353 Million
- Q1 2024
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 3,227 shares of IWM stock, worth $699,742. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,227
Previous 3,094
4.3%
Holding current value
$699,742
Previous $620,000
9.35%
% of portfolio
0.19%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding IWM
# of Institutions
2,581Shares Held
307MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.81 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$5.23 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4.3 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.57 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$2.14 Billion0.05% of portfolio