A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,020 shares of EUSA stock, worth $204,504. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,020 -0.0%
Holding current value
$204,504
Previous $178,000 8.43%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$82.14 - $90.99 $49,284 - $54,594
600 Added 42.25%
2,020 $183,000
Q4 2023

Feb 09, 2024

BUY
$70.68 - $84.86 $33,219 - $39,884
470 Added 49.47%
1,420 $119,000
Q3 2023

Nov 09, 2023

BUY
$74.6 - $82.03 $33,570 - $36,913
450 Added 90.0%
950 $71,000
Q2 2023

Aug 10, 2023

BUY
$73.02 - $78.8 $36,510 - $39,400
500 New
500 $39,000

Others Institutions Holding EUSA

About ISHARES MSCI USA EQUAL WEIGHTE


  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
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