Castle Rock Wealth Management, LLC Ishares Tr Transaction History

Castle Rock Wealth Management, LLC

  • $375 Million
  • Q4 2024

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 3,840 shares of IYJ stock, worth $500,313. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,840
Previous 3,960 3.03%
Holding current value
$500,313
Previous $529,000 3.21%
% of portfolio
0.14%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 05, 2025
SELL
$132.97 - $143.93 $15,956 - $17,271
-120 Reduced 3.03%
3,840 $512,000
Q1 2024

May 13, 2024
BUY
$111.23 - $125.71 $5,561 - $6,285
50 Added 1.28%
3,960 $497,000
Q4 2021

Feb 02, 2022
SELL
$104.49 - $114.29 $33,436 - $36,572
-320 Reduced 7.57%
3,910 $413,000
Q3 2021

Nov 12, 2021
BUY
$107.16 - $114.98 $42,864 - $45,992
400 Added 10.44%
4,230 $482,000
Q2 2021

Aug 13, 2021
BUY
$106.5 - $112.79 $37,275 - $39,476
350 Added 10.06%
3,830 $434,000
Q4 2020

Jan 29, 2021
BUY
$81.66 - $97.19 $284,176 - $338,221
3,480 New
3,480 $341,000

Others Institutions Holding IYJ

# of Institutions
339
Shares Held
6.54M
Call Options Held
35.9K
Put Options Held
11.8K
View Full List

About ISHARES TR

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