Castle Rock Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 11,420 shares of IYW stock, worth $1.77 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,420
Previous 10,425
9.54%
Holding current value
$1.77 Million
Previous $1.28 Million
20.56%
% of portfolio
0.42%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,029Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.77 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$900 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$673 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$670 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$591 Million0.28% of portfolio