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 $288,164. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,880
Previous 6,030 19.07%
Holding current value
$288,164
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
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