Cassaday & CO Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Cassaday & CO Wealth Management LLC
- $2.82 Billion
- Q1 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,054,900 shares of IWP stock, worth $227 Million. This represents 8.32% of its overall portfolio holdings.
Number of Shares
2,054,900
Previous 2,034,598
1.0%
Holding current value
$227 Million
Previous $213 Million
10.36%
% of portfolio
8.32%
Previous 8.02%
Shares
6 transactions
Others Institutions Holding IWP
# of Institutions
1,082Shares Held
110MCall Options Held
93.3KPut Options Held
6.9K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.24 Billion3.93% of portfolio
-
Morgan Stanley New York, NY11MShares$1.22 Billion0.1% of portfolio
-
Tiaa Trust, National Association Charlotte, NC10.5MShares$1.16 Billion3.67% of portfolio
-
Bank Of America Corp Charlotte, NC5.86MShares$647 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.32MShares$587 Million0.15% of portfolio