Cascade Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

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 3,397 shares of IWD stock, worth $672,979. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,397
Previous 2,848 19.28%
Holding current value
$672,979
Previous $527 Million 21.23%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 13, 2025
BUY
$182.82 - $196.21 $100,368 - $107,719
549 Added 19.28%
3,397 $639 Million
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $460,920 - $510,105
2,848 New
2,848 $489 Million

Others Institutions Holding IWD

# of Institutions
1,922
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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