Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,004 shares of IEFA stock, worth $169,478. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,004
Previous 2,548 21.35%
Holding current value
$169,478
Previous $198,000 29.29%
% of portfolio
0.05%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$70.06 - $77.43 $38,112 - $42,121
-544 Reduced 21.35%
2,004 $140,000
Q3 2024

Nov 06, 2024
SELL
$70.09 - $78.74 $29,648 - $33,307
-423 Reduced 14.24%
2,548 $198,000
Q1 2024

May 13, 2024
BUY
$68.14 - $74.43 $28,073 - $30,665
412 Added 16.1%
2,971 $220,000
Q3 2023

Nov 09, 2023
BUY
$64.04 - $69.58 $18,891 - $20,526
295 Added 13.03%
2,559 $164,000
Q2 2023

Aug 10, 2023
SELL
$66.03 - $69.1 $2,575 - $2,694
-39 Reduced 1.69%
2,264 $152,000
Q4 2022

Feb 13, 2023
SELL
$52.35 - $63.65 $81,875 - $99,548
-1,564 Reduced 40.44%
2,303 $141,000
Q3 2022

Nov 09, 2022
SELL
$52.32 - $63.1 $3,871 - $4,669
-74 Reduced 1.88%
3,867 $204,000
Q2 2022

Aug 11, 2022
BUY
$57.91 - $70.46 $228,223 - $277,682
3,941 New
3,941 $232,000
Q1 2022

May 12, 2022
SELL
$63.26 - $75.48 $232,353 - $277,238
-3,673 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$72.36 - $77.76 $265,778 - $285,612
3,673 New
3,673 $274,000

Others Institutions Holding IEFA

# of Institutions
2,333
Shares Held
1.56B
Call Options Held
106K
Put Options Held
10.5K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email