Cascade Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 3,229 shares of IWM stock, worth $692,975. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,229
Previous 3,012 7.2%
Holding current value
$692,975
Previous $666 Million 7.06%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $46,900 - $52,600
217 Added 7.2%
3,229 $713 Million
Q3 2024

Oct 24, 2024
SELL
$200.87 - $224.6 $40,174 - $44,920
-200 Reduced 6.23%
3,012 $666 Million
Q2 2024

Jul 31, 2024
SELL
$192.84 - $209.44 $5,592 - $6,073
-29 Reduced 0.89%
3,212 $652 Million
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $614,104 - $681,582
3,241 New
3,241 $644 Million

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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