Cascade Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 950 shares of IWM stock, worth $214,833. This represents 0.14% of its overall portfolio holdings.
Number of Shares
950
Previous 950
-0.0%
Holding current value
$214,833
Previous $210 Million
0.03%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,867Shares Held
310MCall Options Held
221MPut Options Held
491M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.33 Billion0.98% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.76 Billion0.6% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio