Cascade Wealth Advisors, Inc Ishares Tr Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 5,450 shares of IYF stock, worth $642,119. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,450
Previous 6,650 18.05%
Holding current value
$642,119
Previous $663 Million 14.65%
% of portfolio
0.4%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
423
Shares Held
18.2M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email