Cassady Schiller Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3,186 shares of IVW stock, worth $320,352. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,186
Previous 3,186 -0.0%
Holding current value
$320,352
Previous $305,000 5.9%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

May 16, 2023
SELL
$56.73 - $63.56 $56 - $63
-1 Reduced 0.03%
3,185 $186,000
Q4 2022

Feb 13, 2023
SELL
$56.73 - $63.56 $236,734 - $265,235
-4,173 Reduced 56.71%
3,186 $186,000
Q3 2022

Nov 09, 2022
BUY
$57.85 - $71.43 $425,718 - $525,653
7,359 New
7,359 $426,000
Q2 2022

Aug 11, 2022
SELL
$58.13 - $77.8 $182,295 - $243,980
-3,136 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$68.33 - $84.32 $68 - $84
1 Added 0.03%
3,136 $240,000
Q4 2021

Feb 09, 2022
BUY
$73.18 - $84.81 $229,419 - $265,879
3,135 New
3,135 $262,000

Others Institutions Holding IVW

# of Institutions
2,003
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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