Cascade Wealth Advisors, Inc Ishares Tr Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 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 3,445 shares of IYH stock, worth $215,415. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,445
Previous 4,880 29.41%
Holding current value
$215,415
Previous $317 Million 36.72%
% of portfolio
0.14%
Previous 0.23%

Shares

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

Feb 05, 2025
SELL
$57.53 - $65.24 $82,555 - $93,619
-1,435 Reduced 29.41%
3,445 $201 Million
Q3 2024

Oct 15, 2024
SELL
$60.29 - $66.38 $69,333 - $76,337
-1,150 Reduced 19.07%
4,880 $317 Million
Q2 2024

Jul 26, 2024
SELL
$58.05 - $61.75 $264,127 - $280,962
-4,550 Reduced 43.01%
6,030 $378 Million
Q1 2024

Apr 15, 2024
BUY
$60.83 - $309.78 $643,581 - $3.28 Million
10,580 New
10,580 $618 Million

Others Institutions Holding IYH

# of Institutions
550
Shares Held
24.3M
Call Options Held
5.3K
Put Options Held
500
View Full List

About ISHARES TR

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