Cascade Wealth Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 5,984 shares of IWF stock, worth $2.8 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
5,984
Previous 5,852
2.26%
Holding current value
$2.8 Million
Previous $2.06 Billion
29.47%
% of portfolio
1.51%
Previous 1.43%
Shares
5 transactions
Others Institutions Holding IWF
# of Institutions
2,566Shares Held
207MCall Options Held
483KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
-
Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio