A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 61,548 shares of IJT stock, worth $8.42 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
61,548
Previous 61,705 0.25%
Holding current value
$8.42 Million
Previous $8.07 Million 2.01%
% of portfolio
0.27%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$121.57 - $132.2 $19,086 - $20,755
-157 Reduced 0.25%
61,548 $7.9 Million
Q1 2024

May 08, 2024

SELL
$119.97 - $130.73 $69,702 - $75,954
-581 Reduced 0.93%
61,705 $8.07 Million
Q4 2023

Feb 09, 2024

BUY
$103.08 - $127.26 $3.57 Million - $4.41 Million
34,639 Added 125.29%
62,286 $7.79 Million
Q3 2023

Nov 06, 2023

SELL
$108.37 - $120.85 $89,405 - $99,701
-825 Reduced 2.9%
27,647 $3.03 Million
Q2 2023

Aug 07, 2023

SELL
$104.35 - $114.93 $152,977 - $168,487
-1,466 Reduced 4.9%
28,472 $3.27 Million
Q1 2023

May 03, 2023

SELL
$105.46 - $120.16 $6.06 Million - $6.91 Million
-57,481 Reduced 65.75%
29,938 $3.29 Million
Q4 2022

Feb 07, 2023

BUY
$102.93 - $117.14 $9 Million - $10.2 Million
87,419 New
87,419 $0

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.