Cassady Schiller Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $223 Million
- Q1 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 2,172 shares of IWN stock, worth $329,101. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,172
Previous 2,186
0.64%
Holding current value
$329,101
Previous $339,000
1.47%
% of portfolio
0.15%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding IWN
# of Institutions
1,009Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$946 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$920 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$392 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$355 Million0.51% of portfolio