Cassady Schiller Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 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
Others Institutions Holding IWP
# of Institutions
1,086Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.44 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$912 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$640 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$564 Million0.53% of portfolio