A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,888 shares of IYE stock, worth $278,561. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,888
Previous 5,888 -0.0%
Holding current value
$278,561
Previous $290,000 2.76%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

BUY
$41.76 - $48.97 $245,882 - $288,335
5,888 New
5,888 $279,000
Q4 2022

Feb 07, 2023

BUY
$41.43 - $50.5 $243,939 - $297,344
5,888 New
5,888 $0

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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