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 44,224 shares of IWN stock, worth $7.31 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
44,224
Previous 42,965 2.93%
Holding current value
$7.31 Million
Previous $6.54 Million 12.75%
% of portfolio
2.43%
Previous 3.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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