Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 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 1,550 shares of IYE stock, worth $69,843. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,750 11.43%
Holding current value
$69,843
Previous $84,000 15.48%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$44.44 - $49.18 $8,888 - $9,836
-200 Reduced 11.43%
1,550 $71,000
Q2 2023

Aug 10, 2023
BUY
$40.39 - $45.87 $8,078 - $9,174
200 Added 12.9%
1,750 $74,000
Q4 2022

Feb 13, 2023
BUY
$41.43 - $50.5 $64,216 - $78,275
1,550 New
1,550 $72,000
Q1 2022

May 12, 2022
SELL
$31.0 - $42.12 $48,050 - $65,285
-1,550 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$28.79 - $32.36 $44,624 - $50,158
1,550 New
1,550 $47,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.3M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

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