Cassaday & CO Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History
Cassaday & CO Wealth Management LLC
- $3.98 Billion
- Q2 2025
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 901,004 shares of IWO stock, worth $263 Million. This represents 6.46% of its overall portfolio holdings.
Number of Shares
901,004
Previous 888,250
1.44%
Holding current value
$263 Million
Previous $227 Million
13.48%
% of portfolio
6.46%
Previous 6.4%
Shares
11 transactions
Others Institutions Holding IWO
# of Institutions
1,099Shares Held
33MCall Options Held
39.4KPut Options Held
28K-
Bank Of America Corp Charlotte, NC3.85MShares$1.12 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.62MShares$764 Million0.05% of portfolio
-
Barings LLC1.67MShares$487 Million11.73% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.38MShares$401 Million1.03% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$400 Million1.21% of portfolio