Cascade Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 950 shares of IWM stock, worth $214,700. This represents 0.14% of its overall portfolio holdings.
Number of Shares
950
Previous 950
-0.0%
Holding current value
$214,700
Previous $210 Million
0.03%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,816Shares Held
312MCall Options Held
232MPut Options Held
520M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.08 Billion0.92% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.76 Billion0.6% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio