Castle Rock Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 11,471 shares of IVE stock, worth $2.29 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,471Holding current value
$2.29 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.4 Billion0.28% of portfolio
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Envestnet Asset Management Inc12.9MShares$2.59 Billion0.84% of portfolio
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Morgan Stanley New York, NY12.5MShares$2.5 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.59 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.39 Billion0.32% of portfolio