IFWM
Institute for Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
9,077
-198
| -2% | -$54.6K | 0.28% | 76 |
|
|
2025
Q1 | $2.46M | Buy |
9,275
+22
| +0.2% | +$5.84K | 0.32% | 70 |
|
|
2024
Q4 | $2.15M | Sell |
9,253
-19
| -0.2% | -$4.41K | 0.27% | 77 |
|
|
2024
Q3 | $2.05M | Sell |
9,272
-65
| -0.7% | -$14.3K | 0.26% | 86 |
|
|
2024
Q2 | $1.84M | Sell |
9,337
-6
| -0.1% | -$1.18K | 0.25% | 87 |
|
|
2024
Q1 | $2.01M | Sell |
9,343
-14
| -0.1% | -$3.01K | 0.26% | 78 |
|
|
2023
Q4 | $1.97M | Sell |
9,357
-37
| -0.4% | -$7.79K | 0.32% | 74 |
|
|
2023
Q3 | $1.88M | Sell |
9,394
-58
| -0.6% | -$11.6K | 0.34% | 71 |
|
|
2023
Q2 | $1.75M | Sell |
9,452
-11
| -0.1% | -$2.04K | 0.3% | 77 |
|
|
2023
Q1 | $1.81M | Sell |
9,463
-263
| -3% | -$50.4K | 0.35% | 69 |
|
|
2022
Q4 | $1.64M | Buy |
9,726
+69
| +0.7% | +$11.6K | 0.34% | 74 |
|
|
2022
Q3 | $1.71M | Buy |
9,657
+35
| +0.4% | +$6.2K | 0.38% | 61 |
|
|
2022
Q2 | $1.97M | Buy |
9,622
+203
| +2% | +$41.6K | 0.39% | 58 |
|
|
2022
Q1 | $2.24M | Sell |
9,419
-21
| -0.2% | -$4.99K | 0.36% | 61 |
|
|
2021
Q4 | $2.16M | Buy |
9,440
+312
| +3% | +$71.3K | 0.35% | 66 |
|
|
2021
Q3 | $1.77M | Buy |
9,128
+867
| +10% | +$168K | 0.31% | 79 |
|
|
2021
Q2 | $1.76M | Sell |
8,261
-131
| -2% | -$27.9K | 0.31% | 81 |
|
|
2021
Q1 | $1.71M | Buy |
8,392
+26
| +0.3% | +$5.31K | 0.33% | 78 |
|
|
2020
Q4 | $1.52M | Sell |
8,366
-36
| -0.4% | -$6.55K | 0.3% | 83 |
|
|
2020
Q3 | $1.41M | Sell |
8,402
-70
| -0.8% | -$11.7K | 0.32% | 79 |
|
|
2020
Q2 | $1.38M | Buy |
8,472
+22
| +0.3% | +$3.58K | 0.34% | 77 |
|
|
2020
Q1 | $1.46M | Sell |
8,450
-182
| -2% | -$31.5K | 0.45% | 49 |
|
|
2019
Q4 | $1.73M | Sell |
8,632
-145
| -2% | -$29.1K | 0.39% | 55 |
|
|
2019
Q3 | $1.86M | Hold |
8,777
| – | – | 0.47% | 47 |
|
|
2019
Q2 | $1.7M | Buy |
8,777
+57
| +0.7% | +$11.1K | 0.38% | 61 |
|
|
2019
Q1 | $1.44M | Sell |
8,720
-462
| -5% | -$76K | 0.31% | 76 |
|
|
2018
Q4 | $1.73M | Buy |
+9,182
| New | +$1.73M | 0.71% | 36 |
|