Cascade Wealth Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History
Cascade Wealth Advisors, Inc
- $203 Billion
- Q3 2025
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 5,089 shares of IWF stock, worth $2.4 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
5,089
Previous 5,984
14.96%
Holding current value
$2.4 Million
Previous $2.67 Billion
8.11%
% of portfolio
1.21%
Previous 1.51%
Shares
6 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio