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 2,583 shares of IWS stock, worth $361,800. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,583
Previous 2,352 9.82%
Holding current value
$361,800
Previous $284 Million 20.2%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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