Cascade Wealth Advisors, Inc Ishares Russell 2000 Gwt ETF Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 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 $563,280. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,718
Previous 1,718
-0.0%
Holding current value
$563,280
Previous $417 Million
20.2%
% of portfolio
0.28%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
1,122Shares Held
33.2MCall Options Held
45.7KPut Options Held
26.2K-
Bank Of America Corp Charlotte, NC3.93MShares$1.29 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.65MShares$869 Million0.05% of portfolio
-
Barings LLC1.67MShares$548 Million11.73% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.38MShares$451 Million1.03% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$450 Million1.21% of portfolio