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 4,880 shares of IYH stock, worth $287,334. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,880
Previous 6,030 19.07%
Holding current value
$287,334
Previous $378 Million 16.05%
% of portfolio
0.23%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$60.29 - $66.38 $69,333 - $76,337
-1,150 Reduced 19.07%
4,880 $317 Million
Q2 2024

Jul 26, 2024
SELL
$58.05 - $61.75 $264,127 - $280,962
-4,550 Reduced 43.01%
6,030 $378 Million
Q1 2024

Apr 15, 2024
BUY
$60.83 - $309.78 $643,581 - $3.28 Million
10,580 New
10,580 $618 Million

Others Institutions Holding IYH

# of Institutions
552
Shares Held
23.6M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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