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 600 shares of IYG stock, worth $39,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares
600
Previous 200 200.0%
Holding current value
$39,600
Previous $35,000 11.43%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$63.91 - $191.92 $25,564 - $76,768
400 Added 200.0%
600 $39,000
Q4 2022

Feb 13, 2023
BUY
$154.15 - $169.19 $30,830 - $33,838
200 New
200 $31,000
Q1 2022

May 12, 2022
SELL
N/A
-200 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
200 New
200 $39,000

Others Institutions Holding IYG

# of Institutions
239
Shares Held
12.3M
Call Options Held
10.7K
Put Options Held
9.5K
View Full List

About ISHARES TR

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