Cascade Wealth Advisors, Inc Ishares Core S&P Mid Cap ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 85,588 shares of IJH stock, worth $5.36 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
85,588
Previous 78,965
8.39%
Holding current value
$5.36 Million
Previous $4.77 Billion
11.8%
% of portfolio
3.81%
Previous 3.53%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,466Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.7 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.08 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$2.99 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.58 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.38 Billion0.19% of portfolio