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

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

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 2,806 shares of IWS stock, worth $361,637. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,806
Previous 3,166 11.37%
Holding current value
$361,637
Previous $410 Million 13.7%
% of portfolio
0.04%
Previous 0.05%

Shares

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

May 13, 2025
SELL
$122.59 - $135.24 $44,132 - $48,686
-360 Reduced 11.37%
2,806 $353 Million
Q4 2024

Feb 07, 2025
BUY
$128.08 - $140.32 $74,670 - $81,806
583 Added 22.57%
3,166 $410 Million
Q3 2024

Oct 24, 2024
BUY
$119.52 - $132.25 $27,609 - $30,549
231 Added 9.82%
2,583 $341 Million
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
1,024
Shares Held
97.6M
Call Options Held
9.5K
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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