Cascade Wealth Advisors, Inc Ishares Russell 1000 Val ETF Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 6,485 shares of IWD stock, worth $1.31 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
6,485
Previous 6,117 6.02%
Holding current value
$1.31 Million
Previous $1.09 Billion 16.69%
% of portfolio
0.72%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $61,389 - $71,476
368 Added 6.02%
6,485 $1.27 Billion
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $13,868 - $15,184
-80 Reduced 1.29%
6,117 $1.16 Billion
Q2 2024

Jul 26, 2024
SELL
$169.4 - $179.05 $54,038 - $57,116
-319 Reduced 4.9%
6,197 $1.11 Billion
Q1 2024

Apr 15, 2024
BUY
$161.84 - $179.11 $1.05 Million - $1.17 Million
6,516 New
6,516 $1.12 Billion

Others Institutions Holding IWD

# of Institutions
1,963
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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