Cassaday & Co Wealth Management LLC IJT Holdings History
Cassaday & Co Wealth Management LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 84,966.00 shares of ISHARES TRUST(IJT), totaling $10.58 Mil. This investment constitutes 0.3% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.18% of the outstanding ISHARES TRUST(IJT) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 3 purchases of IJT, at an average price of $114.28, for a total of 145,810.00 shares. In addition, there have been 6 sales at an average price of $112.72 for 60,844.00 shares. Based on historical transaction data and IJT's current price of $136.36, Cassaday & Co Wealth Management LLC's estimated gain on his IJT holdings is $1.78 Mil, reflecting a 10.69% gain to date.
Cassaday & Co Wealth Management LLC IJT ($136.36) Holding Chart
Cassaday & Co Wealth Management LLC IJT ($136.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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