Castle Rock Wealth Management, LLC Ishares Expanded Tech Software Transaction History
Castle Rock Wealth Management, LLC
- $386 Million
- Q2 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 26,263 shares of IGV stock, worth $2.97 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
26,263
Previous 32,622
19.49%
Holding current value
$2.97 Million
Previous $2.93 Million
1.91%
% of portfolio
0.74%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
752Shares Held
74.6MCall Options Held
9.81MPut Options Held
2.38M-
Bank Of America Corp Charlotte, NC6.79MShares$767 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.21MShares$475 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.82MShares$319 Million0.08% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.78MShares$314 Million2.56% of portfolio
-
Ubs Group Ag2.71MShares$307 Million0.05% of portfolio