Castle Rock Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 12,939 shares of IYW stock, worth $1.97 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
12,939
Previous 12,576
2.89%
Holding current value
$1.97 Million
Previous $1.91 Million
8.29%
% of portfolio
0.55%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.55 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$890 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$778 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$660 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$654 Million0.06% of portfolio