Cascade Financial Partners, LLC Ishares Russell2000 Val ETF Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 1,451 shares of IWN stock, worth $243,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,451
Previous 1,461
0.68%
Holding current value
$243,042
Previous $243 Million
1.92%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,119Shares Held
62.4MCall Options Held
712KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$869 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$459 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$457 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio