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 2,331 shares of IYY stock, worth $380,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,331
Previous 2,331 -0.0%
Holding current value
$380,628
Previous $351,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$114.26 - $128.09 $4,570 - $5,123
-40 Reduced 1.69%
2,331 $298,000
Q4 2023

Feb 09, 2024
BUY
$99.95 - $116.88 $3,998 - $4,675
40 Added 1.72%
2,371 $276,000
Q1 2023

May 03, 2023
BUY
$92.74 - $102.46 $216,176 - $238,834
2,331 New
2,331 $233,000

Others Institutions Holding IYY

# of Institutions
291
Shares Held
3.75M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

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