Cm Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History

Cm Wealth Advisors LLC

  • $353 Million
  • Q1 2024

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 2,089 shares of IWV stock, worth $653,334. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,089
Previous 1,804 15.8%
Holding current value
$653,334
Previous $493,000 26.98%
% of portfolio
0.18%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$216.25 - $235.47 $299,290 - $325,890
1,384 New
1,384 $305 Million
Q3 2022

May 11, 2023
BUY
N/A
397,517 New
397,517 $398 Million
Q2 2022

May 09, 2023
BUY
N/A
1,880 New
1,880 $409 Million

Others Institutions Holding IWV

# of Institutions
805
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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