Cm Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 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 5,486 shares of IWM stock, worth $1.26 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,486
Previous 3,150 74.16%
Holding current value
$1.26 Million
Previous $639,000 89.51%
% of portfolio
0.4%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
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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