Cascade Financial Partners, LLC Ishares Russell Midcap Value E Transaction History

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,352 shares of IWS stock, worth $304,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,352
Previous 1,985 18.49%
Holding current value
$304,019
Previous $238 Million 19.33%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$117.31 - $125.13 $43,052 - $45,922
367 Added 18.49%
2,352 $284 Million
Q1 2024

May 14, 2024
BUY
$112.43 - $125.33 $223,173 - $248,780
1,985 New
1,985 $238 Million

Others Institutions Holding IWS

# of Institutions
913
Shares Held
95.4M
Call Options Held
43.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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