Cascade Wealth Advisors, Inc Ishares Tr Transaction History

Cascade Wealth Advisors, Inc

$118 Billion
Q1 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 8,280 shares of IYF stock, worth $783,039. This represents 0.64% of its overall portfolio holdings.

Number of Shares

8,280

Holding current value

$783,039

% of portfolio

0.64%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$83.91 - $95.65 $694,774 - $791,982	8,280 New	8,280 $750 Million

Others Institutions Holding IYF

# of Institutions

370

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$203 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$158 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$119 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$113 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$81.2 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Cascade Wealth Advisors, Inc Ishares Tr Transaction History