Cassia Capital Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

Cassia Capital Partners, LLC

  • $150 Million
  • Q1 2024

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 1,529 shares of IWF stock, worth $577,962. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,529
Previous 1,529 -0.0%
Holding current value
$577,962
Previous $463,000 11.23%
% of portfolio
0.34%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
SELL
$209.92 - $244.33 $243,507 - $283,422
-1,160 Reduced 43.14%
1,529 $373,000
Q4 2022

Jan 25, 2023
BUY
$210.27 - $232.89 $210,270 - $232,890
1,000 Added 59.21%
2,689 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-300 Reduced 15.08%
1,689 $355,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,989 New
1,989 $608,000
Q3 2021

Nov 12, 2021
SELL
N/A
-1,839 Closed
0 $0
Q1 2021

May 17, 2021
SELL
N/A
-79 Reduced 4.12%
1,839 $447,000
Q4 2020

Feb 12, 2021
BUY
N/A
1,918 New
1,918 $463,000

Others Institutions Holding IWF

# of Institutions
2,064
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Cassia Capital Partners, LLC Portfolio

Follow Cassia Capital Partners, 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 Cassia Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassia Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email