A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 7,204 shares of IWP stock, worth $921,751. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,204
Previous 7,204 -0.0%
Holding current value
$921,751
Previous $794,000 6.3%
% of portfolio
0.33%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$105.7 - $113.43 $112,887 - $121,143
-1,068 Reduced 12.91%
7,204 $794,000
Q4 2023

Feb 09, 2024

BUY
$85.66 - $105.12 $85 - $105
1 Added 0.01%
8,272 $864,000
Q3 2023

Nov 09, 2023

BUY
$89.97 - $100.32 $48,313 - $53,871
537 Added 6.94%
8,271 $755,000
Q1 2023

May 12, 2023

SELL
$82.89 - $94.68 $79,657 - $90,987
-961 Reduced 11.05%
7,734 $704,000
Q4 2022

May 16, 2023

BUY
$77.4 - $89.88 $74,381 - $86,374
961 Added 12.43%
8,695 $726,000
Q4 2022

Feb 13, 2023

BUY
$77.4 - $89.88 $393,114 - $456,500
5,079 Added 140.46%
8,695 $726,000
Q3 2022

Nov 09, 2022

SELL
$78.02 - $94.38 $3,120 - $3,775
-40 Reduced 1.09%
3,616 $284,000
Q2 2022

Aug 11, 2022

SELL
$75.41 - $102.47 $114,170 - $155,139
-1,514 Reduced 29.28%
3,656 $290,000
Q1 2022

May 12, 2022

BUY
$89.52 - $114.03 $447 - $570
5 Added 0.1%
5,170 $520,000
Q4 2021

Feb 09, 2022

BUY
$109.8 - $123.28 $567,117 - $636,741
5,165 New
5,165 $595,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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