Cahaba Wealth Management, Inc. Ishares Tr Russell 200 ETF Transaction History

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q1 2025

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 5,417 shares of IWL stock, worth $739,257. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,417
Previous 5,837 7.2%
Holding current value
$739,257
Previous $844,000 11.85%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 01, 2025
SELL
$135.83 - $151.73 $57,048 - $63,726
-420 Reduced 7.2%
5,417 $744,000
Q4 2024

Feb 13, 2025
SELL
$138.92 - $149.97 $62,236 - $67,186
-448 Reduced 7.13%
5,837 $844,000
Q3 2024

Oct 18, 2024
BUY
$126.32 - $140.44 $126 - $140
1 Added 0.02%
6,285 $882,000
Q2 2024

Aug 05, 2024
SELL
$120.51 - $134.58 $121,835 - $136,060
-1,011 Reduced 13.86%
6,284 $841,000
Q1 2024

Apr 22, 2024
SELL
$113.2 - $127.12 $165,272 - $185,595
-1,460 Reduced 16.68%
7,295 $927,000
Q4 2023

Jan 23, 2024
BUY
$99.76 - $115.49 $897 - $1,039
9 Added 0.1%
8,755 $1.01 Million
Q2 2023

Jul 26, 2023
BUY
$96.37 - $106.64 $770 - $853
8 Added 0.09%
8,746 $932,000
Q1 2023

May 04, 2023
SELL
$89.07 - $98.04 $55,490 - $61,078
-623 Reduced 6.66%
8,738 $850,000
Q4 2022

Jan 30, 2023
SELL
$84.55 - $96.02 $9,385 - $10,658
-111 Reduced 1.17%
9,361 $842,000
Q3 2022

Oct 18, 2022
BUY
$84.9 - $102.29 $1,103 - $1,329
13 Added 0.14%
9,472 $804,000
Q2 2022

Jul 19, 2022
BUY
$86.81 - $109.4 $781 - $984
9 Added 0.1%
9,459 $849,000
Q1 2022

May 05, 2022
SELL
$99.32 - $114.92 $198 - $229
-2 Reduced 0.02%
9,450 $924,000
Q4 2021

Feb 01, 2022
SELL
$102.63 - $114.76 $84,977 - $95,021
-828 Reduced 8.05%
9,452 $1.08 Million
Q3 2021

Oct 15, 2021
SELL
$102.4 - $108.9 $3,788 - $4,029
-37 Reduced 0.36%
10,280 $1.06 Million
Q2 2021

Aug 13, 2021
SELL
$95.79 - $102.81 $53,259 - $57,162
-556 Reduced 5.11%
10,317 $1.09 Million
Q1 2021

May 06, 2021
BUY
$89.14 - $94.85 $1,247 - $1,327
14 Added 0.13%
10,873 $1.03 Million
Q4 2020

Feb 10, 2021
SELL
$78.58 - $90.29 $6,443 - $7,403
-82 Reduced 0.75%
10,859 $1 Million
Q3 2020

Oct 27, 2020
SELL
$74.58 - $87.05 $3,356 - $3,917
-45 Reduced 0.41%
10,941 $888,000
Q2 2020

Aug 03, 2020
SELL
$58.95 - $76.73 $28,826 - $37,520
-489 Reduced 4.26%
10,986 $855,000
Q1 2020

Apr 30, 2020
SELL
$53.58 - $79.63 $78,333 - $116,419
-1,462 Reduced 11.3%
11,475 $706,000
Q4 2019

Feb 10, 2020
SELL
$66.88 - $75.4 $4,882 - $5,504
-73 Reduced 0.56%
12,937 $971,000
Q3 2019

Oct 23, 2019
BUY
$68.5 - $69.99 $1,781 - $1,819
26 Added 0.2%
13,010 $896,000
Q2 2019

Jul 31, 2019
SELL
N/A
-1,220 Reduced 8.59%
12,984 $883,000
Q1 2019

Apr 08, 2019
SELL
N/A
-217 Reduced 1.5%
14,204 $932,000
Q4 2018

Jan 14, 2019
BUY
N/A
64 Added 0.45%
14,421 $842,000
Q2 2018

Jul 26, 2018
SELL
N/A
-1,896 Reduced 11.67%
14,357 $930,000
Q1 2018

Apr 05, 2018
BUY
N/A
35 Added 0.22%
16,253 $963,000
Q4 2017

Jan 24, 2018
SELL
N/A
-1,315 Reduced 7.5%
16,218 $996,000
Q3 2017

Oct 12, 2017
BUY
N/A
17,533
17,533 $1.01 Million

Others Institutions Holding IWL

# of Institutions
200
Shares Held
7.52M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Cahaba Wealth Management, Inc. Portfolio

Follow Cahaba Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email