Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 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 50 shares of IYH stock, worth $3,001. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,001
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IYH
# of Institutions
550Shares Held
24.5MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$127 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$117 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$100 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$67.8 Million0.05% of portfolio