Cassady Schiller Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,236 shares of IVE stock, worth $460,996. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,236
Previous 2,236 -0.0%
Holding current value
$460,996
Previous $406,000 8.37%
% of portfolio
0.17%
Previous 0.17%

Shares

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

May 13, 2024
BUY
$171.09 - $186.81 $11,805 - $12,889
69 Added 3.18%
2,236 $417,000
Q4 2022

Feb 13, 2023
BUY
$129.68 - $151.79 $281,016 - $328,928
2,167 New
2,167 $314,000
Q1 2022

May 12, 2022
SELL
$147.46 - $159.06 $70,633 - $76,189
-479 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$145.8 - $156.8 $69,838 - $75,107
479 New
479 $75,000

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

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