Cascade Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,848 shares of IWD stock, worth $563,078. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,848
Previous 2,848
-0.0%
Holding current value
$563,078
Previous $497 Million
9.66%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio