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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$56.43 - $60.79 $2.08 Million - $2.24 Million
36,818 Added 87.36%
78,965 $4.77 Billion
Q1 2024

Apr 15, 2024

BUY
$56.98 - $284.98 $2.4 Million - $12 Million
42,147 New
42,147 $2.44 Billion

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.