Cm Wealth Advisors LLC Ishares Tr Transaction History

Cm Wealth Advisors LLC

  • $353 Million
  • Q1 2024

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 2,280 shares of IYJ stock, worth $271,912. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,280
Holding current value
$271,912
% of portfolio
0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$111.23 - $125.71 $253,604 - $286,618
2,280 New
2,280 $286,000
Q2 2023

Aug 15, 2023
BUY
$96.6 - $106.04 $220,248 - $241,771
2,280 New
2,280 $241,000

Others Institutions Holding IYJ

# of Institutions
318
Shares Held
6.18M
Call Options Held
3.6K
Put Options Held
9.8K
View Full List

About ISHARES TR

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