Cassaday & CO Wealth Management LLC Ishares S&P Small Cap 600 Grow Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 104,671 shares of IJT stock, worth $14 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
104,671
Previous 84,966 23.19%
Holding current value
$14 Million
Previous $10.6 Million 31.64%
% of portfolio
0.35%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$108.87 - $133.04 $2.15 Million - $2.62 Million
19,705 Added 23.19%
104,671 $13.9 Million
Q1 2025

May 05, 2025
BUY
$121.0 - $142.28 $2.63 Million - $3.09 Million
21,747 Added 34.4%
84,966 $10.6 Million
Q4 2024

Feb 03, 2025
BUY
$134.53 - $150.65 $269,732 - $302,053
2,005 Added 3.28%
63,219 $8.56 Million
Q3 2024

Nov 07, 2024
SELL
$127.29 - $141.5 $42,514 - $47,261
-334 Reduced 0.54%
61,214 $8.54 Million
Q2 2024

Jul 30, 2024
SELL
$121.57 - $132.2 $19,086 - $20,755
-157 Reduced 0.25%
61,548 $7.9 Million
Q1 2024

May 08, 2024
SELL
$119.97 - $130.73 $69,702 - $75,954
-581 Reduced 0.93%
61,705 $8.07 Million
Q4 2023

Feb 09, 2024
BUY
$103.08 - $127.26 $3.57 Million - $4.41 Million
34,639 Added 125.29%
62,286 $7.79 Million
Q3 2023

Nov 06, 2023
SELL
$108.37 - $120.85 $89,405 - $99,701
-825 Reduced 2.9%
27,647 $3.03 Million
Q2 2023

Aug 07, 2023
SELL
$104.35 - $114.93 $152,977 - $168,487
-1,466 Reduced 4.9%
28,472 $3.27 Million
Q1 2023

May 03, 2023
SELL
$105.46 - $120.16 $6.06 Million - $6.91 Million
-57,481 Reduced 65.75%
29,938 $3.29 Million
Q4 2022

Feb 07, 2023
BUY
$102.93 - $117.14 $9 Million - $10.2 Million
87,419 New
87,419 $0

Others Institutions Holding IJT

# of Institutions
812
Shares Held
27.6M
Call Options Held
5.3K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
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