Cascade Financial Partners, LLC Ishares Tr Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 61,366 shares of IDV stock, worth $2.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
61,366
Previous 60,522 1.39%
Holding current value
$2.21 Million
Previous $1.66 Billion 14.87%
% of portfolio
0.24%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$27.0 - $31.7 $22,788 - $26,754
844 Added 1.39%
61,366 $1.9 Billion
Q4 2024

Feb 07, 2025
SELL
$27.03 - $29.92 $145,042 - $160,550
-5,366 Reduced 8.14%
60,522 $1.66 Billion
Q3 2024

Oct 24, 2024
BUY
$27.62 - $30.64 $41,430 - $45,960
1,500 Added 2.33%
65,888 $1.93 Billion
Q2 2024

Jul 31, 2024
BUY
$26.94 - $30.1 $47,064 - $52,584
1,747 Added 2.79%
64,388 $1.78 Billion
Q1 2024

May 14, 2024
BUY
$26.95 - $28.13 $1.69 Million - $1.76 Million
62,641 New
62,641 $1.71 Billion

Others Institutions Holding IDV

# of Institutions
529
Shares Held
80.3M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

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