Cascade Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,953 shares of IWM stock, worth $1.34 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,953
Previous 3,229 84.36%
Holding current value
$1.34 Million
Previous $713 Million 66.45%
% of portfolio
0.15%
Previous 0.09%

Shares

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

May 13, 2025
BUY
$198.1 - $229.79 $539,624 - $625,947
2,724 Added 84.36%
5,953 $1.19 Billion
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $46,900 - $52,600
217 Added 7.2%
3,229 $713 Million
Q3 2024

Oct 24, 2024
SELL
$200.87 - $224.6 $40,174 - $44,920
-200 Reduced 6.23%
3,012 $666 Million
Q2 2024

Jul 31, 2024
SELL
$192.84 - $209.44 $5,592 - $6,073
-29 Reduced 0.89%
3,212 $652 Million
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $614,104 - $681,582
3,241 New
3,241 $644 Million

Others Institutions Holding IWM

# of Institutions
2,896
Shares Held
314M
Call Options Held
232M
Put Options Held
544M
View Full List

About ISHARES RUSSELL 2000 ETF

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