Cassaday & CO Wealth Management LLC Ishares Russell Midcap Value E Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 930,308 shares of IWS stock, worth $123 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
930,308
Previous 914,088
1.77%
Holding current value
$123 Million
Previous $115 Million
1.95%
% of portfolio
3.86%
Previous 4.07%
Shares
7 transactions
Others Institutions Holding IWS
# of Institutions
923Shares Held
95MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.71 Billion5.15% of portfolio
-
Jones Financial Companies Lllp8.29MShares$1.09 Billion1.16% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$608 Million1.72% of portfolio
-
Us Bancorp \De\4.18MShares$551 Million0.71% of portfolio