Castle Rock Wealth Management, LLC Ishares Tr Transaction History

Castle Rock Wealth Management, LLC

$400 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	N/A	-3,153 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	846 Added 36.67%	3,153 $371,000
Q4 2017 Feb 08, 2018	BUY	N/A	2,307	2,307 $276,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

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