Cascade Wealth Advisors, Inc Ishares Tr Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 3,527 shares of IYF stock, worth $436,395. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,527

Previous 3,527 -0.0%

Holding current value

$436,395

Previous $428 Million 2.54%

% of portfolio

0.22%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$99.23 - $120.99 $23,120 - $28,190	-233 Reduced 6.2%	3,527 $428 Million
Q1 2025 May 09, 2025	SELL	$107.69 - $119.37 $48,460 - $53,716	-450 Reduced 10.69%	3,760 $401 Million
Q4 2024 Feb 05, 2025	SELL	$102.7 - $119.05 $127,348 - $147,622	-1,240 Reduced 22.75%	4,210 $466 Million
Q3 2024 Oct 15, 2024	SELL	$93.83 - $105.05 $112,596 - $126,060	-1,200 Reduced 18.05%	5,450 $566 Million
Q2 2024 Jul 26, 2024	SELL	$89.39 - $96.85 $145,705 - $157,865	-1,630 Reduced 19.69%	6,650 $663 Million

Q1 2024 Apr 15, 2024	BUY	$83.91 - $95.65 $694,774 - $791,982	8,280 New	8,280 $750 Million

Others Institutions Holding IYF

# of Institutions

508

Shares Held

19.8M

Call Options Held

18.2K

Put Options Held

44.1K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Cascade Wealth Advisors, Inc Ishares Tr Transaction History