Cassady Schiller Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 13,004 shares of IWV stock, worth $4.45 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
13,004
Previous 13,004 -0.0%
Holding current value
$4.45 Million
Previous $4.01 Million 5.86%
% of portfolio
1.64%
Previous 1.7%

Shares

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

Aug 12, 2024
SELL
$283.16 - $309.9 $72,205 - $79,024
-255 Reduced 1.92%
13,004 $4.01 Million
Q1 2024

May 13, 2024
SELL
$268.36 - $300.08 $536 - $600
-2 Reduced 0.02%
13,259 $3.98 Million
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $206 - $235
1 Added 0.01%
13,261 $2.93 Million
Q3 2022

Nov 09, 2022
BUY
$207.04 - $249.4 $26,708 - $32,172
129 Added 0.98%
13,260 $2.75 Million
Q4 2021

Feb 09, 2022
BUY
$254.66 - $279.11 $3.34 Million - $3.66 Million
13,131 New
13,131 $3.64 Million

Others Institutions Holding IWV

# of Institutions
852
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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