Cm Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Cm Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 36,551 shares of IVV stock, worth $24.7 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares

36,551

Previous 22,974 59.1%

Holding current value

$24.7 Million

Previous $14.3 Million 71.5%

% of portfolio

6.82%

Previous 4.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$620.67 - $670.08 $8.43 Million - $9.1 Million	13,577 Added 59.1%	36,551 $24.5 Million
Q2 2025 Aug 06, 2025	BUY	$498.8 - $620.9 $4.54 Million - $5.66 Million	9,111 Added 65.72%	22,974 $14.3 Million
Q1 2025 Apr 24, 2025	BUY	$554.06 - $615.85 $1.57 Million - $1.74 Million	2,832 Added 25.67%	13,863 $7.79 Million
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $418,183 - $447,562	733 Added 7.12%	11,031 $6.49 Million
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $868,180 - $962,712	1,669 Added 19.34%	10,298 $5.94 Million

Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $161,697 - $178,633	-325 Reduced 3.63%	8,629 $4.72 Million
Q1 2024 May 13, 2024	SELL	$469.56 - $525.73 $432,464 - $484,197	-921 Reduced 9.33%	8,954 $4.71 Million
Q3 2023 Nov 16, 2023	BUY	$427.76 - $460.18 $629,662 - $677,384	1,472 Added 17.52%	9,875 $4.24 Million
Q2 2023 Aug 15, 2023	BUY	$406.17 - $445.71 $3.41 Million - $3.75 Million	8,403 New	8,403 $3.75 Million
Q4 2022 May 04, 2023	BUY	$357.98 - $409.32 $2.48 Million - $2.84 Million	6,940 New	6,940 $2.67 Billion
Q3 2022 May 11, 2023	BUY	$358.65 - $432.04 $2.49 Million - $3 Million	6,940 New	6,940 $2.49 Billion
Q2 2022 May 09, 2023	BUY	$366.99 - $458.8 $2.57 Million - $3.21 Million	6,998 New	6,998 $2.65 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Cm Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History