Cassaday & CO Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,943 shares of IJR stock, worth $942,323. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,943
Previous 8,167
9.5%
Holding current value
$942,323
Previous $955,000
7.85%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,834Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.02 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.38 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.02 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.81 Billion0.46% of portfolio