Cassia Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Cassia Capital Partners, LLC

  • $150 Million
  • Q1 2024

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 4,564 shares of IWR stock, worth $368,223. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,564
Previous 4,564 -0.0%
Holding current value
$368,223
Previous $354,000 8.19%
% of portfolio
0.25%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $357,863 - $389,217
4,564 New
4,564 $379,000
Q3 2021

Nov 12, 2021
SELL
$76.44 - $82.59 $372,721 - $402,708
-4,876 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $281,589 - $334,542
4,876 New
4,876 $334,000

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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