Cassady Schiller Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,700 shares of IGSB stock, worth $88,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,700 -0.0%
Holding current value
$88,094
Previous $87,000 2.3%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$48.63 - $50.19 $82,671 - $85,323
1,700 New
1,700 $84,000
Q1 2022

May 12, 2022
SELL
$51.49 - $53.86 $87,533 - $91,562
-1,700 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$53.82 - $54.66 $91,494 - $92,922
1,700 New
1,700 $92,000

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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