Cassady Schiller Wealth Management, LLC Ishares Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 50 shares of IYH stock, worth $3,136. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,136
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IYH
# of Institutions
548Shares Held
24.3MCall Options Held
5.3KPut Options Held
500-
Morgan Stanley New York, NY2.2MShares$138 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$99.5 Million0.04% of portfolio
-
Ubs Group Ag1.37MShares$86.1 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$81.2 Million0.06% of portfolio