Cassaday & CO Wealth Management LLC Ishares Tr Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

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 $272,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,888
Previous 5,888 -0.0%
Holding current value
$272,143
Previous $290,000 2.76%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
321
Shares Held
15M
Call Options Held
17.4K
Put Options Held
1.2K
View Full List

About ISHARES TR

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

Choose your preferred platform and Sign Up 👇 Telegram Email