Cascade Wealth Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 6,071 shares of IWF stock, worth $2.53 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
6,071
Previous 6,071
-0.0%
Holding current value
$2.53 Million
Previous $2.13 Billion
7.18%
% of portfolio
1.63%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.5 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.8 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.05 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.82 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.61 Billion0.52% of portfolio