Cascade Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 3,598 shares of IJR stock, worth $454,319. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,598
Previous 2,315
55.42%
Holding current value
$454,319
Previous $247 Million
68.14%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio