Cassaday & CO Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,403 shares of IWF stock, worth $5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,403
Previous 12,739 2.64%
Holding current value
$5 Million
Previous $5.12 Million 12.45%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$360.07 - $417.26 $120,983 - $140,199
-336 Reduced 2.64%
12,403 $4.48 Million
Q4 2024

Feb 03, 2025
BUY
$370.24 - $418.94 $39,615 - $44,826
107 Added 0.85%
12,739 $5.12 Million
Q3 2024

Nov 07, 2024
BUY
$332.02 - $382.76 $28,553 - $32,917
86 Added 0.69%
12,632 $4.74 Million
Q2 2024

Jul 30, 2024
BUY
$316.15 - $367.33 $55,642 - $64,650
176 Added 1.42%
12,546 $4.57 Million
Q1 2024

May 08, 2024
BUY
$294.43 - $339.01 $290,013 - $333,924
985 Added 8.65%
12,370 $4.17 Million
Q4 2023

Feb 09, 2024
SELL
$256.94 - $304.21 $237,926 - $281,698
-926 Reduced 7.52%
11,385 $3.45 Million
Q3 2023

Nov 06, 2023
BUY
$263.8 - $285.38 $12,926 - $13,983
49 Added 0.4%
12,311 $3.27 Million
Q2 2023

Aug 07, 2023
BUY
$239.31 - $275.18 $103,860 - $119,428
434 Added 3.67%
12,262 $3.37 Million
Q1 2023

May 03, 2023
SELL
$209.92 - $244.33 $7,557 - $8,795
-36 Reduced 0.3%
11,828 $2.89 Million
Q4 2022

Feb 07, 2023
BUY
$207.03 - $232.89 $2.46 Million - $2.76 Million
11,864 New
11,864 $0

Others Institutions Holding IWF

# of Institutions
2,438
Shares Held
213M
Call Options Held
356K
Put Options Held
86.1K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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