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 5,888 shares of IYE stock, worth $287,334. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,888
Previous 5,888 -0.0%
Holding current value
$287,334
Previous $266,000 4.89%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$40.36 - $49.67 $16,547 - $20,364
-410 Reduced 6.51%
5,888 $266,000
Q1 2025

May 05, 2025
BUY
$45.23 - $49.95 $18,544 - $20,479
410 Added 6.96%
6,298 $310,000
Q3 2023

Nov 06, 2023
BUY
$41.76 - $48.97 $245,882 - $288,335
5,888 New
5,888 $279,000
Q4 2022

Feb 07, 2023
BUY
$41.43 - $50.5 $243,939 - $297,344
5,888 New
5,888 $0

Others Institutions Holding IYE

# of Institutions
320
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

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