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

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

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 6,117 shares of IWD stock, worth $1.18 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
6,117
Previous 6,197 1.29%
Holding current value
$1.18 Million
Previous $1.11 Billion 4.36%
% of portfolio
0.83%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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