Castle Rock Wealth Management, LLC Ishares Tr Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 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 7,077 shares of IYG stock, worth $543,442. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,077
Previous 7,073
0.06%
Holding current value
$543,442
Previous $550,000
0.18%
% of portfolio
0.16%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding IYG
# of Institutions
276Shares Held
13.2MCall Options Held
13.1KPut Options Held
0-
River Front Investment Group, LLC Richmond, VA1.56MShares$120 Million2.83% of portfolio
-
Envestnet Asset Management Inc1.44MShares$110 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.14MShares$87.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$69.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$43.1 Million0.02% of portfolio