Cassaday & CO Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,018 shares of IWM stock, worth $879,258. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,018
Previous 3,612
11.24%
Holding current value
$879,258
Previous $759,000
7.38%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio