Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 17,525 shares of IGV stock, worth $1.7 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
17,525
Previous 19,275
9.08%
Holding current value
$1.7 Million
Previous $1.61 Billion
2.94%
% of portfolio
1.12%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding IGV
# of Institutions
555Shares Held
50.2MCall Options Held
1.14MPut Options Held
1.7M-
Varma Mutual Pension Insurance CO Varma, H97.29MShares$709 Million6.02% of portfolio
-
Morgan Stanley New York, NY5.11MShares$497 Million0.03% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.3.69MShares$359 Million5.33% of portfolio
-
Bank Of America Corp Charlotte, NC3.18MShares$309 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY2.46MShares$239 Million0.04% of portfolio