Cm Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,271 shares of IWV stock, worth $486,576. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,271
Previous 2,869 55.7%
Holding current value
$486,576
Previous $911,000 51.04%
% of portfolio
0.14%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$281.67 - $351.0 $450,108 - $560,898
-1,598 Reduced 55.7%
1,271 $446,000
Q3 2024

Nov 12, 2024
BUY
$294.75 - $326.73 $100,509 - $111,414
341 Added 13.49%
2,869 $937,000
Q2 2024

Aug 14, 2024
BUY
$283.16 - $309.9 $124,307 - $136,046
439 Added 21.01%
2,528 $780,000
Q1 2024

May 13, 2024
BUY
$268.36 - $300.08 $76,482 - $85,522
285 Added 15.8%
2,089 $626,000
Q4 2023

Feb 05, 2024
BUY
$234.36 - $274.87 $82,729 - $97,029
353 Added 24.33%
1,804 $493,000
Q3 2023

Nov 16, 2023
SELL
$243.9 - $263.56 $15,365 - $16,604
-63 Reduced 4.16%
1,451 $355,000
Q2 2023

Aug 15, 2023
BUY
$231.57 - $254.48 $350,596 - $385,282
1,514 New
1,514 $385,000
Q4 2022

May 04, 2023
BUY
$206.89 - $235.47 $286,335 - $325,890
1,384 New
1,384 $305 Million
Q3 2022

May 11, 2023
BUY
$207.04 - $249.4 $82.3 Million - $99.1 Million
397,517 New
397,517 $398 Million
Q2 2022

May 09, 2023
BUY
$210.65 - $265.31 $396,022 - $498,782
1,880 New
1,880 $409 Million

Others Institutions Holding IWV

# of Institutions
929
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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