A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 13,314 shares of IJH stock, worth $838,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,314
Previous 12,540 6.17%
Holding current value
$838,648
Previous $733,000 13.1%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$57.32 - $62.65 $44,365 - $48,491
774 Added 6.17%
13,314 $829,000
Q1 2024

May 08, 2024

BUY
$56.98 - $284.98 $573,788 - $2.87 Million
10,070 Added 407.69%
12,540 $761,000
Q4 2023

Feb 09, 2024

SELL
$232.04 - $279.85 $61,954 - $74,719
-267 Reduced 9.76%
2,470 $684,000
Q3 2023

Nov 06, 2023

BUY
$246.15 - $272.4 $7,384 - $8,171
30 Added 1.11%
2,737 $682,000
Q2 2023

Aug 07, 2023

SELL
$240.22 - $261.48 $339,430 - $369,471
-1,413 Reduced 34.3%
2,707 $707,000
Q1 2023

May 03, 2023

SELL
$237.25 - $271.72 $8,541 - $9,781
-36 Reduced 0.87%
4,120 $1.03 Million
Q4 2022

Feb 07, 2023

BUY
$44.74 - $257.0 $185,939 - $1.07 Million
4,156 New
4,156 $0

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.