Cascade Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 950 shares of IWM stock, worth $211,270. This represents 0.15% of its overall portfolio holdings.
Number of Shares
950
Previous 950
-0.0%
Holding current value
$211,270
Previous $210 Million
0.15%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,664Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.93 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.07 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.03 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.02 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.66 Billion6.48% of portfolio