Castle Rock Wealth Management, LLC Ishares Tr Transaction History

Castle Rock Wealth Management, LLC

  • $386 Million
  • Q2 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 10,808 shares of IYF stock, worth $1.31 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,808
Holding current value
$1.31 Million
% of portfolio
0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$99.23 - $120.99 $1.07 Million - $1.31 Million
10,808 New
10,808 $1.31 Million
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
495
Shares Held
20.9M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

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