Cm Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Cm Wealth Advisors LLC

  • $310 Million
  • Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 39,299 shares of IWN stock, worth $6.37 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
39,299
Previous 41,040 4.24%
Holding current value
$6.37 Million
Previous $6.74 Million 11.93%
% of portfolio
1.92%
Previous 2.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$149.27 - $169.4 $259,879 - $294,925
-1,741 Reduced 4.24%
39,299 $5.93 Million
Q4 2024

Feb 13, 2025
SELL
$162.69 - $181.35 $518,004 - $577,418
-3,184 Reduced 7.2%
41,040 $6.74 Million
Q3 2024

Nov 12, 2024
BUY
$150.05 - $171.34 $188,912 - $215,717
1,259 Added 2.93%
44,224 $7.38 Million
Q2 2024

Aug 14, 2024
SELL
$146.03 - $158.93 $1.42 Million - $1.54 Million
-9,692 Reduced 18.41%
42,965 $6.54 Million
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $721,497 - $786,903
4,955 Added 10.39%
52,657 $8.36 Million
Q4 2023

Feb 05, 2024
SELL
$125.51 - $158.2 $58,362 - $73,563
-465 Reduced 0.97%
47,702 $7.41 Million
Q3 2023

Nov 16, 2023
SELL
$133.8 - $151.24 $2.37 Million - $2.68 Million
-17,704 Reduced 26.88%
48,167 $6.53 Million
Q2 2023

Aug 15, 2023
BUY
$128.93 - $142.33 $8.49 Million - $9.38 Million
65,871 New
65,871 $9.27 Million
Q4 2022

May 04, 2023
BUY
$131.32 - $149.64 $6.48 Million - $7.39 Million
49,378 New
49,378 $6.85 Billion
Q3 2022

May 11, 2023
BUY
$128.93 - $159.38 $5.12 Million - $6.34 Million
39,749 New
39,749 $5.12 Billion
Q2 2022

May 09, 2023
BUY
$134.47 - $162.71 $6.74 Million - $8.15 Million
50,098 New
50,098 $6.82 Billion

Others Institutions Holding IWN

# of Institutions
1,096
Shares Held
59.6M
Call Options Held
453K
Put Options Held
29.6K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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