Cassady Schiller Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 7,574 shares of IWB stock, worth $2.79 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
7,574
Previous 7,583 0.12%
Holding current value
$2.79 Million
Previous $2.38 Million 2.35%
% of portfolio
0.91%
Previous 0.92%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$311.11 - $335.64 $2,799 - $3,020
-9 Reduced 0.12%
7,574 $2.44 Million
Q4 2023

Feb 09, 2024
BUY
$225.16 - $263.17 $536,781 - $627,397
2,384 Added 45.85%
7,583 $1.99 Million
Q3 2023

Nov 09, 2023
SELL
$234.05 - $252.17 $595,423 - $641,520
-2,544 Reduced 32.86%
5,199 $1.22 Million
Q2 2023

Aug 10, 2023
SELL
$221.85 - $243.74 $5,546 - $6,093
-25 Reduced 0.32%
7,743 $1.89 Million
Q4 2022

May 16, 2023
SELL
$196.94 - $224.49 $970,323 - $1.11 Million
-4,927 Reduced 63.43%
2,841 $598,000
Q4 2022

Feb 13, 2023
BUY
$196.94 - $224.49 $851,962 - $971,143
4,326 Added 125.68%
7,768 $1.64 Million
Q3 2022

Nov 09, 2022
SELL
$197.33 - $237.63 $38,282 - $46,100
-194 Reduced 5.34%
3,442 $679,000
Q2 2022

Aug 11, 2022
BUY
$201.03 - $253.2 $8,242 - $10,381
41 Added 1.14%
3,636 $755,000
Q1 2022

May 12, 2022
BUY
$230.48 - $266.11 $29,731 - $34,328
129 Added 3.72%
3,595 $899,000
Q4 2021

Feb 09, 2022
BUY
$241.33 - $266.02 $836,449 - $922,025
3,466 New
3,466 $917,000

Others Institutions Holding IWB

# of Institutions
1,633
Shares Held
98.7M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email