Cassady Schiller Wealth Management, LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 13,004 shares of IWV stock, worth $4.53 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
13,004
Previous 13,004
-0.0%
Holding current value
$4.53 Million
Previous $4.25 Million
2.31%
% of portfolio
1.62%
Previous 1.64%
Shares
5 transactions
Others Institutions Holding IWV
# of Institutions
923Shares Held
31.7MCall Options Held
17.4KPut Options Held
6.4K-
Brooklyn Fi, LLC New York, NY4.68MShares$1.63 Billion8.53% of portfolio
-
Scs Capital Management LLC Boston, MA1.75MShares$608 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$402 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$396 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$360 Million0.01% of portfolio