Cascade Wealth Advisors, Inc Ishares Core S&P Mid Cap ETF Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 78,965 shares of IJH stock, worth $4.92 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
78,965
Previous 42,147
87.36%
Holding current value
$4.92 Million
Previous $2.44 Billion
95.54%
% of portfolio
3.53%
Previous 2.07%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,360Shares Held
1.02BCall Options Held
716KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6.26 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.99 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$3.03 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.49 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.46 Billion0.2% of portfolio