Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 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 900 shares of IHE stock, worth $60,255. This represents 0.02% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$60,255
Previous $59,000 6.78%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 13, 2024
BUY
$66.67 - $208.65 $40,002 - $125,190
600 Added 200.0%
900 $61,000
Q4 2022

Feb 13, 2023
BUY
$55.99 - $189.96 $16,797 - $56,988
300 New
300 $55,000
Q1 2022

May 12, 2022
SELL
$180.82 - $198.07 $54,246 - $59,421
-300 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$182.18 - $200.3 $54,654 - $60,090
300 New
300 $60,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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