Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

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 10,945 shares of IGV stock, worth $1.18 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

10,945

Previous 11,745 6.81%

Holding current value

$1.18 Million

Previous $1.29 Billion 4.98%

% of portfolio

0.6%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$105.96 - $117.79 $84,768 - $94,232	-800 Reduced 6.81%	10,945 $1.22 Billion
Q2 2025 Aug 11, 2025	SELL	$80.15 - $109.5 $258,884 - $353,685	-3,230 Reduced 21.57%	11,745 $1.29 Billion
Q1 2025 May 09, 2025	SELL	$88.3 - $107.83 $207,505 - $253,400	-2,350 Reduced 13.56%	14,975 $1.33 Billion
Q4 2024 Feb 05, 2025	SELL	$87.5 - $110.17 $17,500 - $22,034	-200 Reduced 1.14%	17,325 $1.73 Billion
Q3 2024 Oct 15, 2024	SELL	$77.94 - $89.37 $136,395 - $156,397	-1,750 Reduced 9.08%	17,525 $1.57 Billion

Q2 2024 Jul 26, 2024	SELL	$77.36 - $86.9 $131,512 - $147,730	-1,700 Reduced 8.1%	19,275 $1.61 Billion
Q1 2024 Apr 15, 2024	BUY	$83.56 - $442.01 $1.75 Million - $9.27 Million	20,975 New	20,975 $1.74 Billion

Others Institutions Holding IGV

# of Institutions

760

Shares Held

56.2M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History