Cassady Schiller Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

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 6,714 shares of IWP stock, worth $888,597. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,714
Previous 7,204 6.8%
Holding current value
$888,597
Previous $844,000 0.71%
% of portfolio
0.32%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$116.4 - $138.52 $57,036 - $67,874
-490 Reduced 6.8%
6,714 $850,000
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

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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