Cassaday & CO Wealth Management LLC Ishares Tr Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,324 shares of IEFA stock, worth $295,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,324
Previous 2,760 20.43%
Holding current value
$295,005
Previous $230,000 26.09%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$81.7 - $87.53 $46,078 - $49,366
564 Added 20.43%
3,324 $290,000
Q2 2025

Aug 05, 2025
SELL
$67.83 - $84.09 $92,045 - $114,110
-1,357 Reduced 32.96%
2,760 $230,000
Q1 2025

May 05, 2025
BUY
$69.57 - $78.65 $38,263 - $43,257
550 Added 15.42%
4,117 $311,000
Q4 2024

Feb 03, 2025
SELL
$70.06 - $77.43 $15,833 - $17,499
-226 Reduced 5.96%
3,567 $250,000
Q3 2024

Nov 07, 2024
SELL
$70.09 - $78.74 $85,159 - $95,669
-1,215 Reduced 24.26%
3,793 $296,000
Q2 2024

Jul 30, 2024
SELL
$70.77 - $76.19 $72,539 - $78,094
-1,025 Reduced 16.99%
5,008 $363,000
Q1 2024

May 08, 2024
BUY
$68.14 - $74.43 $165,512 - $180,790
2,429 Added 67.4%
6,033 $447,000
Q4 2023

Feb 09, 2024
SELL
$61.3 - $70.47 $1,348 - $1,550
-22 Reduced 0.61%
3,604 $253,000
Q3 2023

Nov 06, 2023
BUY
$64.04 - $69.58 $1,408 - $1,530
22 Added 0.61%
3,626 $233,000
Q1 2023

May 03, 2023
SELL
$62.17 - $67.7 $40,161 - $43,734
-646 Reduced 15.2%
3,604 $240,000
Q4 2022

Feb 07, 2023
BUY
$52.35 - $63.65 $222,487 - $270,512
4,250 New
4,250 $0

Others Institutions Holding IEFA

# of Institutions
2,414
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

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