Cascade Wealth Advisors, Inc Ishares Expanded Tech Software Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 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 14,975 shares of IGV stock, worth $1.67 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

14,975

Previous 17,325 13.56%

Holding current value

$1.67 Million

Previous $1.73 Billion 23.09%

% of portfolio

0.92%

Previous 1.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

769

Shares Held

73.4M

Call Options Held

9.81M

Put Options Held

2.38M

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