Cassaday & CO Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 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 2,134,150 shares of IWP stock, worth $279 Million. This represents 7.08% of its overall portfolio holdings.

Number of Shares
2,134,150
Previous 2,086,822 2.27%
Holding current value
$279 Million
Previous $230 Million 8.7%
% of portfolio
7.08%
Previous 7.92%

Shares

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

Nov 07, 2024
BUY
$103.87 - $117.59 $4.92 Million - $5.57 Million
47,328 Added 2.27%
2,134,150 $250 Million
Q2 2024

Jul 30, 2024
BUY
$105.7 - $113.43 $3.37 Million - $3.62 Million
31,922 Added 1.55%
2,086,822 $230 Million
Q1 2024

May 08, 2024
BUY
$100.66 - $114.14 $2.04 Million - $2.32 Million
20,302 Added 1.0%
2,054,900 $235 Million
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $2.31 Million - $2.84 Million
26,997 Added 1.34%
2,034,598 $213 Million
Q3 2023

Nov 06, 2023
BUY
$89.97 - $100.32 $1.45 Million - $1.62 Million
16,133 Added 0.81%
2,007,601 $183 Million
Q2 2023

Aug 07, 2023
BUY
$87.72 - $96.63 $3.3 Million - $3.63 Million
37,598 Added 1.92%
1,991,468 $192 Million
Q1 2023

May 03, 2023
BUY
$82.89 - $94.68 $13.2 Million - $15.1 Million
159,653 Added 8.9%
1,953,870 $178 Million
Q4 2022

Feb 07, 2023
BUY
$77.4 - $89.88 $139 Million - $161 Million
1,794,217 New
1,794,217 $0

Others Institutions Holding IWP

# of Institutions
1,081
Shares Held
103M
Call Options Held
63.3K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email