Cassady Schiller Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Cassady Schiller Wealth Management, LLC

$259 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$82.98 - $97.89 $26,055 - $30,737	314 New	314 $28,000

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.05 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$476 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$390 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$192 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$188 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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