Cassady Schiller Wealth Management, LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,268 shares of IWR stock, worth $201,761. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,268
Previous 2,319 2.2%
Holding current value
$201,761
Previous $204,000 1.96%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Feb 10, 2025
SELL
$87.25 - $95.52 $4,449 - $4,871
-51 Reduced 2.2%
2,268 $200,000
Q3 2024

Nov 06, 2024
SELL
$79.92 - $88.19 $6,473 - $7,143
-81 Reduced 3.38%
2,319 $204,000
Q3 2023

Nov 09, 2023
BUY
$68.54 - $75.91 $6,854 - $7,591
100 Added 4.35%
2,400 $166,000
Q1 2023

May 12, 2023
SELL
$66.27 - $75.04 $197,749 - $223,919
-2,984 Reduced 56.47%
2,300 $160,000
Q4 2022

May 16, 2023
BUY
$62.09 - $71.89 $185,276 - $214,519
2,984 Added 129.74%
5,284 $356,000
Q4 2022

Feb 13, 2023
BUY
$62.09 - $71.89 $745 - $862
12 Added 0.23%
5,284 $356,000
Q2 2022

Aug 11, 2022
BUY
$62.75 - $78.76 $313 - $393
5 Added 0.09%
5,272 $341,000
Q1 2022

May 12, 2022
BUY
$72.29 - $82.89 $216 - $248
3 Added 0.06%
5,267 $411,000
Q4 2021

Feb 09, 2022
BUY
$78.41 - $85.28 $412,750 - $448,913
5,264 New
5,264 $437,000

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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