Cassaday & CO Wealth Management LLC Ishares Tr Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,793 shares of IEFA stock, worth $266,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,793
Previous 5,008 24.26%
Holding current value
$266,609
Previous $363,000 18.46%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$70.09 - $78.74 $85,159 - $95,669
-1,215 Reduced 24.26%
3,793 $296,000
Q2 2024

Jul 30, 2024
SELL
$70.77 - $76.19 $72,539 - $78,094
-1,025 Reduced 16.99%
5,008 $363,000
Q1 2024

May 08, 2024
BUY
$68.14 - $74.43 $165,512 - $180,790
2,429 Added 67.4%
6,033 $447,000
Q4 2023

Feb 09, 2024
SELL
$61.3 - $70.47 $1,348 - $1,550
-22 Reduced 0.61%
3,604 $253,000
Q3 2023

Nov 06, 2023
BUY
$64.04 - $69.58 $1,408 - $1,530
22 Added 0.61%
3,626 $233,000
Q1 2023

May 03, 2023
SELL
$62.17 - $67.7 $40,161 - $43,734
-646 Reduced 15.2%
3,604 $240,000
Q4 2022

Feb 07, 2023
BUY
$52.35 - $63.65 $222,487 - $270,512
4,250 New
4,250 $0

Others Institutions Holding IEFA

# of Institutions
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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