Cascade Wealth Advisors, Inc Ishares Russell 2000 Gwt ETF Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 1,718 shares of IWO stock, worth $474,734. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,718 -0.0%
Holding current value
$474,734
Previous $494 Million 15.73%
% of portfolio
0.29%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$278.19 - $315.36 $50,074 - $56,764
-180 Reduced 9.48%
1,718 $494 Million
Q1 2024

Apr 15, 2024
BUY
$239.5 - $270.8 $454,571 - $513,978
1,898 New
1,898 $485 Million

Others Institutions Holding IWO

# of Institutions
1,090
Shares Held
33.2M
Call Options Held
40.4K
Put Options Held
33.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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