Cassady Schiller Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,122 shares of IWN stock, worth $320,888. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,122
Previous 2,122
-0.0%
Holding current value
$320,888
Previous $353,000
1.42%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,146Shares Held
60.1MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$829 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$414 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$413 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio