Cassady Schiller Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 6,714 shares of IWP stock, worth $816,019. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,714
Previous 7,204
6.8%
Holding current value
$816,019
Previous $844,000
0.71%
% of portfolio
0.32%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding IWP
# of Institutions
1,225Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.2 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.36 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$885 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$634 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$552 Million0.55% of portfolio