Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $223 Million
- Q1 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,750 shares of IYE stock, worth $84,332. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$84,332
Previous $77,000
11.69%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IYE
# of Institutions
331Shares Held
14.8MCall Options Held
38.1KPut Options Held
2.9K-
Morgan Stanley New York, NY2.05MShares$98.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.46MShares$70.4 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$69.7 Million1.79% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$47.5 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY614KShares$29.6 Million0.01% of portfolio