Cassaday & CO Wealth Management LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 11,329 shares of IWR stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,329
Previous 11,552 1.93%
Holding current value
$1.03 Million
Previous $936,000 6.62%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024
SELL
$79.92 - $88.19 $17,822 - $19,666
-223 Reduced 1.93%
11,329 $998,000
Q2 2024

Jul 30, 2024
BUY
$78.66 - $83.59 $17,541 - $18,640
223 Added 1.97%
11,552 $936,000
Q1 2024

May 08, 2024
BUY
$75.37 - $84.09 $7,838 - $8,745
104 Added 0.93%
11,329 $952,000
Q1 2023

May 03, 2023
SELL
$66.27 - $75.04 $97,880 - $110,834
-1,477 Reduced 11.63%
11,225 $784,000
Q4 2022

Feb 07, 2023
BUY
$62.09 - $71.89 $788,667 - $913,146
12,702 New
12,702 $0

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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