Castle Rock Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
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 12,704 shares of IYW stock, worth $1.81 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,704
Previous 12,939
1.82%
Holding current value
$1.81 Million
Previous $2.06 Million
13.47%
% of portfolio
0.52%
Previous 0.55%
Shares
16 transactions
Others Institutions Holding IYW
# of Institutions
1,242Shares Held
85.1MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.45 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$833 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$727 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$617 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$612 Million0.06% of portfolio