Cassaday & CO Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,018 shares of IWM stock, worth $879,258. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,018
Previous 3,612 11.24%
Holding current value
$879,258
Previous $759,000 7.38%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $78,293 - $85,032
406 Added 11.24%
4,018 $815,000
Q1 2024

May 08, 2024
BUY
$189.48 - $210.3 $18,948 - $21,030
100 Added 2.85%
3,612 $759,000
Q3 2023

Nov 06, 2023
BUY
$174.36 - $198.71 $1,046 - $1,192
6 Added 0.17%
3,512 $620,000
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $63,048 - $69,534
370 Added 11.8%
3,506 $656,000
Q1 2023

May 03, 2023
SELL
$170.25 - $198.32 $97,383 - $113,439
-572 Reduced 15.43%
3,136 $559,000
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $618,531 - $697,289
3,708 New
3,708 $0

Others Institutions Holding IWM

# of Institutions
2,544
Shares Held
293M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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