Cassady Schiller Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,140 shares of IWM stock, worth $244,655. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,140 -0.0%
Holding current value
$244,655
Previous $251,000 -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$200.87 - $224.6 $7,833 - $8,759
-39 Reduced 3.31%
1,140 $251,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $6,442 - $7,150
34 Added 2.97%
1,179 $247,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $10,543 - $13,313
65 Added 6.02%
1,145 $229,000
Q3 2023

Nov 09, 2023
SELL
$174.36 - $198.71 $170,175 - $193,940
-976 Reduced 47.47%
1,080 $190,000
Q2 2023

Aug 10, 2023
BUY
$170.4 - $187.93 $1,533 - $1,691
9 Added 0.44%
2,056 $385,000
Q1 2023

May 12, 2023
SELL
$170.25 - $198.32 $85,806 - $99,953
-504 Reduced 19.76%
2,047 $365,000
Q4 2022

May 16, 2023
BUY
$166.81 - $188.05 $84,072 - $94,777
504 Added 24.62%
2,551 $444,000
Q4 2022

Feb 13, 2023
BUY
$166.81 - $188.05 $166 - $188
1 Added 0.04%
2,551 $444,000
Q2 2022

Aug 11, 2022
BUY
$163.9 - $207.91 $327 - $415
2 Added 0.08%
2,550 $432,000
Q1 2022

May 12, 2022
BUY
$191.52 - $225.32 $128,509 - $151,189
671 Added 35.75%
2,548 $523,000
Q4 2021

Feb 09, 2022
BUY
$212.12 - $242.56 $398,149 - $455,285
1,877 New
1,877 $418,000

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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