Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 17,325 shares of IGV stock, worth $1.68 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
17,325
Previous 17,525
1.14%
Holding current value
$1.68 Million
Previous $1.57 Billion
10.75%
% of portfolio
1.17%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding IGV
# of Institutions
702Shares Held
55.3MCall Options Held
8.71MPut Options Held
3.48M-
Bank Of America Corp Charlotte, NC4.05MShares$392 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.89MShares$377 Million0.03% of portfolio
-
Ubs Group Ag2.82MShares$273 Million0.05% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.81MShares$272 Million4.04% of portfolio
-
Menora Mivtachim Holdings Ltd.2.59MShares$250 Million1.63% of portfolio