Castle Rock Wealth Management, LLC Ishares Tr Transaction History

Castle Rock Wealth Management, LLC

  • $388 Million
  • Q2 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 3,960 shares of IYJ stock, worth $528,343. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,960
Previous 3,960 -0.0%
Holding current value
$528,343
Previous $497,000 5.03%
% of portfolio
0.12%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
312
Shares Held
6.6M
Call Options Held
4.9K
Put Options Held
8.2K
View Full List

About ISHARES TR

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